Bank of Montreal
XFIV icon

Bank of Montreal’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Bank of Montreal’s Portfolio XFIV Stock Details XFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-612
Closed -$30.3K – 4389
2023
Q4 		$30.3K Buy
+612
New +$29.2K ﹤0.01% 3675

Other funds holding XFIV

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

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

Bank of Montreal sold out of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q1 2024, closing a stake of 612 shares — an estimated $30.3K sold.

Bank of Montreal first reported a position in XFIV in Q4 2023 and held it in 1 quarter. The position peaked at $30.3K in Q4 2023. 14 funds tracked by Wall St. Rank hold XFIV as of Q1 2024.

  • Bank of Montreal reported no remaining BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 612 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q1 2024, an estimated $30.3K.
  • Bank of Montreal first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q4 2023 and held it in 1 quarter.
  • Bank of Montreal's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $30.3K in Q4 2023.
  • 14 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q1 2024.

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