Bank of Montreal
XHYE

Bank of Montreal’s BondBloxx USD High Yield Bond Energy Sector ETF XHYE Stock Holding History

Bank of Montreal’s Portfolio XHYE Stock Details XHYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,926
Closed -$153K – 4395
2023
Q4 		$153K Sell
3,926
-2,474
-39% -$93.4K ﹤0.01% 3238
2023
Q3 		$243K Buy
+6,400
New +$242K ﹤0.01% 2949

Other funds holding XHYE

AHSSHC
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Jane Street
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OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM