Bank of Montreal’s BondBloxx USD High Yield Bond Healthcare Sector ETF XHYH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,000	Closed	-$178K	–	3979
2024 Q3	$178K	Buy	+5,000	New	+$176K	﹤0.01%	3072
2024 Q1	–	Sell	-2,666	Closed	-$90.8K	–	4394
2023 Q4	$90.8K	Buy	+2,666	New	+$86.7K	﹤0.01%	3408

Other funds holding XHYH

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Bank of Montreal's XHYH Position: Q4 2024 in Review

Bank of Montreal sold out of BondBloxx USD High Yield Bond Healthcare Sector ETF (XHYH) in Q4 2024, closing a stake of 5,000 shares — an estimated $178K sold.

Bank of Montreal first reported a position in XHYH in Q4 2023 and held it in 2 quarters. The position peaked at $178K in Q3 2024. 5 funds tracked by Wall St. Rank hold XHYH as of Q4 2024.

Bank of Montreal reported no remaining BondBloxx USD High Yield Bond Healthcare Sector ETF position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 5,000 BondBloxx USD High Yield Bond Healthcare Sector ETF shares in Q4 2024, an estimated $178K.
Bank of Montreal first reported a position in BondBloxx USD High Yield Bond Healthcare Sector ETF in Q4 2023 and held it in 2 quarters.
Bank of Montreal's BondBloxx USD High Yield Bond Healthcare Sector ETF position peaked at $178K in Q3 2024.
5 funds tracked by Wall St. Rank held BondBloxx USD High Yield Bond Healthcare Sector ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.