Bank of Montreal
ELQD

Bank of Montreal’s iShares ESG Advanced Investment Grade Corporate Bond ETF ELQD Stock Holding History

Bank of Montreal’s Portfolio ELQD Stock Details ELQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,125
Closed -$173K – 3940
2024
Q2 		$173K Buy
+2,125
New +$171K ﹤0.01% 3049

Other funds holding ELQD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
OL
Optas LLC Austin, Texas $714M AUM 38.25% 1-Year Est. Return
FCG
Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return

Bank of Montreal's ELQD Position: Q3 2024 in Review

Bank of Montreal sold out of iShares ESG Advanced Investment Grade Corporate Bond ETF (ELQD) in Q3 2024, closing a stake of 2,125 shares — an estimated $173K sold.

Bank of Montreal first reported a position in ELQD in Q2 2024 and held it in 1 quarter. The position peaked at $173K in Q2 2024. 4 funds tracked by Wall St. Rank hold ELQD as of Q3 2024.

  • Bank of Montreal reported no remaining iShares ESG Advanced Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 2,125 iShares ESG Advanced Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $173K.
  • Bank of Montreal first reported a position in iShares ESG Advanced Investment Grade Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Bank of Montreal's iShares ESG Advanced Investment Grade Corporate Bond ETF position peaked at $173K in Q2 2024.
  • 4 funds tracked by Wall St. Rank held iShares ESG Advanced Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.