Bank of Montreal
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Bank of Montreal’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Bank of Montreal’s Portfolio USTB Stock Details USTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-36,613
Closed -$1.79M – 4353
2023
Q4 		$1.79M Buy
+36,613
New +$1.79M ﹤0.01% 1745

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 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
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Bank of Montreal's USTB Position: Q1 2024 in Review

Bank of Montreal sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q1 2024, closing a stake of 36,613 shares — an estimated $1.79M sold.

Bank of Montreal first reported a position in USTB in Q4 2023 and held it in 1 quarter. The position peaked at $1.79M in Q4 2023. 84 funds tracked by Wall St. Rank hold USTB as of Q1 2024.

  • Bank of Montreal reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 36,613 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2024, an estimated $1.79M.
  • Bank of Montreal first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2023 and held it in 1 quarter.
  • Bank of Montreal's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $1.79M in Q4 2023.
  • 84 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.