Bank of Montreal
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Bank of Montreal’s Fidelity Investment Grade Bond ETF FIGB Stock Holding History

Bank of Montreal’s Portfolio FIGB Stock Details FIGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$400K Buy
9,331
+85
+0.9% +$3.65K ﹤0.01% 2589
2026
Q1 		$398K Buy
9,246
+7,875
+574% +$342K ﹤0.01% 2500
2025
Q4 		$59.5K Buy
1,371
+230
+20% +$10K ﹤0.01% 3163
2025
Q3 		$49.6K Buy
1,141
+31
+3% +$1.34K ﹤0.01% 3124
2025
Q2 		$47.9K Buy
1,110
+753
+211% +$32.1K ﹤0.01% 3147
2025
Q1 		$15.4K Hold
357
– – ﹤0.01% 3257
2024
Q4 		$15.1K Hold
357
– – ﹤0.01% 3291
2024
Q3 		$15.7K Hold
357
– – ﹤0.01% 3610
2024
Q2 		$15.3K Buy
+357
New +$15.1K ﹤0.01% 3610
2023
Q3 		– Sell
-4,106
Closed -$177K – 3939
2023
Q2 		$177K Buy
+4,106
New +$178K ﹤0.01% 3262

Other funds holding FIGB

HBT
Heartland Bank & Trust Bloomington, Illinois $483M AUM 31.55% 1-Year Est. Return
CRW
Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM
AC
Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Bank of Montreal increased its Fidelity Investment Grade Bond ETF (FIGB) stake by 0.92% in Q2 2026, buying an estimated $3.65K and bringing the position to 9,331 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #2589.

Bank of Montreal first reported a position in FIGB in Q2 2023 and has held it in 10 quarters since. 51 funds tracked by Wall St. Rank hold FIGB as of Q2 2026.

  • Bank of Montreal held 9,331 shares of Fidelity Investment Grade Bond ETF worth $400K as of Q2 2026.
  • Bank of Montreal bought 85 Fidelity Investment Grade Bond ETF shares in Q2 2026, an estimated $3.65K.
  • Fidelity Investment Grade Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2589 holding.
  • Bank of Montreal first reported a position in Fidelity Investment Grade Bond ETF in Q2 2023 and has held it in 10 quarters since.
  • 51 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q2 2026.

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