Bank of Montreal
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Bank of Montreal’s Hartford Core Bond ETF HCRB Stock Holding History

Bank of Montreal’s Portfolio HCRB Stock Details HCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-52,904
Closed -$1.85M – 4005
2024
Q2 		$1.85M Buy
+52,904
New +$1.82M ﹤0.01% 1700
2024
Q1 		– Sell
-15,280
Closed -$540K – 4066
2023
Q4 		$540K Sell
15,280
-5,145
-25% -$173K ﹤0.01% 2443
2023
Q3 		$694K Buy
+20,425
New +$696K ﹤0.01% 2247

Other funds holding HCRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

Bank of Montreal sold out of Hartford Core Bond ETF (HCRB) in Q3 2024, closing a stake of 52,904 shares — an estimated $1.85M sold.

Bank of Montreal first reported a position in HCRB in Q3 2023 and held it in 3 quarters. The position peaked at $1.85M in Q2 2024. 16 funds tracked by Wall St. Rank hold HCRB as of Q3 2024.

  • Bank of Montreal reported no remaining Hartford Core Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 52,904 Hartford Core Bond ETF shares in Q3 2024, an estimated $1.85M.
  • Bank of Montreal first reported a position in Hartford Core Bond ETF in Q3 2023 and held it in 3 quarters.
  • Bank of Montreal's Hartford Core Bond ETF position peaked at $1.85M in Q2 2024.
  • 16 funds tracked by Wall St. Rank held Hartford Core Bond ETF as of Q3 2024.

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