Montgomery Financial Services’s iShares Infrastructure Active ETF BILT Stock Holding History

Montgomery Financial Services’s Portfolio BILT Stock Details BILT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.49K	Buy	+160	New	+$4.63K	﹤0.01%	236

Other funds holding BILT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Montgomery Financial Services's BILT Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares Infrastructure Active ETF (BILT) in Q2 2026: 160 shares worth $4.49K. The stake represents ﹤0.01% of the portfolio and ranks #236 among its holdings.

40 funds tracked by Wall St. Rank hold BILT as of Q2 2026.

Montgomery Financial Services held 160 shares of iShares Infrastructure Active ETF worth $4.49K as of Q2 2026.
iShares Infrastructure Active ETF was a new Montgomery Financial Services position in Q2 2026.
iShares Infrastructure Active ETF made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #236 holding.
40 funds tracked by Wall St. Rank held iShares Infrastructure Active ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.