Bank of Montreal
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Bank of Montreal’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Bank of Montreal’s Portfolio IGHG Stock Details IGHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.73K Buy
86
+1
+1% +$78 ﹤0.01% 3703
2026
Q1 		$6.6K Buy
85
+75
+750% +$5.86K ﹤0.01% 3605
2025
Q4 		$784 Hold
10
– – ﹤0.01% 3566
2025
Q3 		$790 Hold
10
– – ﹤0.01% 3482
2025
Q2 		$784 Hold
10
– – ﹤0.01% 3476
2025
Q1 		$769 Hold
10
– – ﹤0.01% 3437
2024
Q4 		$782 Hold
10
– – ﹤0.01% 3464
2024
Q3 		$772 Hold
10
– – ﹤0.01% 3788
2024
Q2 		$767 Hold
10
– – ﹤0.01% 3789
2024
Q1 		$768 Hold
10
– – ﹤0.01% 3815
2023
Q4 		$755 Sell
10
-1
-9% -$75 ﹤0.01% 3919
2023
Q3 		$811 Buy
11
+1
+10% +$73 ﹤0.01% 3735
2023
Q2 		$728 Sell
10
-20
-67% -$1.43K ﹤0.01% 3907
2023
Q1 		$2.16K Sell
30
-17
-36% -$1.22K ﹤0.01% 3704
2022
Q4 		$3.35K Sell
47
-22
-32% -$1.54K ﹤0.01% 3864
2022
Q3 		$5 Buy
69
+39
+130% +$2.71K ﹤0.01% 3934
2022
Q2 		$2 Hold
30
– – ﹤0.01% 3993
2022
Q1 		$2K Hold
30
– – ﹤0.01% 4107
2021
Q4 		$2K Hold
30
– – ﹤0.01% 3449
2021
Q3 		$2K Hold
30
– – ﹤0.01% 3774
2021
Q2 		$2K Hold
30
– – ﹤0.01% 3606
2021
Q1 		$2K Hold
30
– – ﹤0.01% 4905
2020
Q4 		$2K Hold
30
– – ﹤0.01% 4834
2020
Q3 		$2K Hold
30
– – ﹤0.01% 4632
2020
Q2 		$2K Hold
30
– – ﹤0.01% 4519
2020
Q1 		$2K Hold
30
– – ﹤0.01% 3862
2019
Q4 		$2K Buy
+30
New +$2.27K ﹤0.01% 4776
2015
Q4 		– Sell
-41
Closed -$3K – 4314
2015
Q3 		$3K Buy
+41
New +$3.06K ﹤0.01% 3735

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $131M AUM
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of Montreal's IGHG Position: Q2 2026 in Review

Bank of Montreal increased its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 1.2% in Q2 2026, buying an estimated $78 and bringing the position to 86 shares worth $6.73K. The position accounts for ﹤0.01% of the portfolio, ranked #3703.

Bank of Montreal first reported a position in IGHG in Q3 2015 and has held it in 28 quarters since. 50 funds tracked by Wall St. Rank hold IGHG as of Q2 2026.

  • Bank of Montreal held 86 shares of ProShares Investment Grade-Interest Rate Hedged worth $6.73K as of Q2 2026.
  • Bank of Montreal bought 1 ProShares Investment Grade-Interest Rate Hedged share in Q2 2026, an estimated $78.
  • ProShares Investment Grade-Interest Rate Hedged made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3703 holding.
  • Bank of Montreal first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q3 2015 and has held it in 28 quarters since.
  • 50 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.