Bank of Montreal
FLTB icon

Bank of Montreal’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Bank of Montreal’s Portfolio FLTB Stock Details FLTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18,702
Closed -$899K – 3962
2024
Q2 		$899K Buy
+18,702
New +$915K ﹤0.01% 2090
2023
Q1 		– Sell
-116
Closed -$5.56K – 3912
2022
Q4 		$5.56K Buy
+116
New +$5.54K ﹤0.01% 3829

Other funds holding FLTB

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 $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return

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

Bank of Montreal sold out of Fidelity Limited Term Bond ETF (FLTB) in Q3 2024, closing a stake of 18,702 shares — an estimated $899K sold.

Bank of Montreal first reported a position in FLTB in Q4 2022 and held it in 2 quarters. The position peaked at $899K in Q2 2024. 57 funds tracked by Wall St. Rank hold FLTB as of Q3 2024.

  • Bank of Montreal reported no remaining Fidelity Limited Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 18,702 Fidelity Limited Term Bond ETF shares in Q3 2024, an estimated $899K.
  • Bank of Montreal first reported a position in Fidelity Limited Term Bond ETF in Q4 2022 and held it in 2 quarters.
  • Bank of Montreal's Fidelity Limited Term Bond ETF position peaked at $899K in Q2 2024.
  • 57 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q3 2024.

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