Bank of Montreal’s Fidelity Tactical Bond ETF FTBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.5K	Hold	315	–	–	﹤0.01%	3623
2026 Q1	$15.5K	Sell	315 -131	-29%	-$6.51K	﹤0.01%	3512
2025 Q4	$22.1K	Buy	446 +131	+42%	+$6.55K	﹤0.01%	3332
2025 Q3	$15.8K	Sell	315 -89	-22%	-$4.41K	﹤0.01%	3311
2025 Q2	$19.9K	Sell	404 -71	-15%	-$3.45K	﹤0.01%	3289
2025 Q1	$23.2K	Buy	475 +160	+51%	+$7.78K	﹤0.01%	3193
2024 Q4	$15.1K	Hold	315	–	–	﹤0.01%	3289
2024 Q3	$15.9K	Hold	315	–	–	﹤0.01%	3607
2024 Q2	$15.4K	Sell	315 -8,685	-97%	-$420K	﹤0.01%	3609
2024 Q1	$442K	Buy	+9,000	New	+$441K	﹤0.01%	2519
2023 Q4	–	Sell	-455	Closed	-$22K	–	4096
2023 Q3	$22K	Sell	455 -3,523	-89%	-$170K	﹤0.01%	3550
2023 Q2	$196K	Buy	+3,978	New	+$196K	﹤0.01%	3230

Other funds holding FTBD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IIM

InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BIS

BG Investment Services Hagatna, Guam $139M AUM 19.61% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

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

Bank of Montreal held its Fidelity Tactical Bond ETF (FTBD) position steady in Q2 2026 at 315 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3623.

Bank of Montreal first reported a position in FTBD in Q2 2023 and has held it in 12 quarters since. The position peaked at $442K in Q1 2024. 18 funds tracked by Wall St. Rank hold FTBD as of Q2 2026.

Bank of Montreal held 315 shares of Fidelity Tactical Bond ETF worth $15.5K as of Q2 2026.
Bank of Montreal left its Fidelity Tactical Bond ETF share count unchanged in Q2 2026.
Fidelity Tactical Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3623 holding.
Bank of Montreal first reported a position in Fidelity Tactical Bond ETF in Q2 2023 and has held it in 12 quarters since.
Bank of Montreal's Fidelity Tactical Bond ETF position peaked at $442K in Q1 2024.
18 funds tracked by Wall St. Rank held Fidelity Tactical Bond ETF as of Q2 2026.

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