Bank of Montreal’s Fidelity Sustainable Core Plus Bond ETF FSBD Stock Holding History

Bank of Montreal’s Portfolio FSBD Stock Details FSBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-684	Closed	-$32K	–	3968
2024 Q2	$32K	Buy	684 +18	+3%	+$829	﹤0.01%	3509
2024 Q1	$31.1K	Sell	666 -262	-28%	-$12.2K	﹤0.01%	3550
2023 Q4	$44.2K	Buy	+928	New	+$42.1K	﹤0.01%	3595

Other funds holding FSBD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Bank of Montreal sold out of Fidelity Sustainable Core Plus Bond ETF (FSBD) in Q3 2024, closing a stake of 684 shares — an estimated $32K sold.

Bank of Montreal first reported a position in FSBD in Q4 2023 and held it in 3 quarters. The position peaked at $44.2K in Q4 2023. 5 funds tracked by Wall St. Rank hold FSBD as of Q3 2024.

Bank of Montreal reported no remaining Fidelity Sustainable Core Plus Bond ETF position as of Q3 2024 after selling out during the quarter.
Bank of Montreal sold 684 Fidelity Sustainable Core Plus Bond ETF shares in Q3 2024, an estimated $32K.
Bank of Montreal first reported a position in Fidelity Sustainable Core Plus Bond ETF in Q4 2023 and held it in 3 quarters.
Bank of Montreal's Fidelity Sustainable Core Plus Bond ETF position peaked at $44.2K in Q4 2023.
5 funds tracked by Wall St. Rank held Fidelity Sustainable Core Plus Bond ETF as of Q3 2024.

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