Bank of Montreal
ZMUN

Bank of Montreal’s F/m Ultrashort Tax-Free Municipal ETF ZMUN Stock Holding History

Bank of Montreal’s Portfolio ZMUN Stock Details ZMUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$305K Sell
6,081
-14,452
-70% -$725K ﹤0.01% 2676
2025
Q4 		$1.03M Buy
+20,533
New +$1.03M ﹤0.01% 1960

Other funds holding ZMUN

FMI
F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return
CCM
Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal's ZMUN Position: Q1 2026 in Review

Bank of Montreal reduced its F/m Ultrashort Tax-Free Municipal ETF (ZMUN) stake by 70% in Q1 2026, selling an estimated $725K and leaving 6,081 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #2676.

Bank of Montreal first reported a position in ZMUN in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.03M in Q4 2025. 8 funds tracked by Wall St. Rank hold ZMUN as of Q1 2026.

  • Bank of Montreal held 6,081 shares of F/m Ultrashort Tax-Free Municipal ETF worth $305K as of Q1 2026.
  • Bank of Montreal sold 14,452 F/m Ultrashort Tax-Free Municipal ETF shares in Q1 2026, an estimated $725K.
  • F/m Ultrashort Tax-Free Municipal ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2676 holding.
  • Bank of Montreal first reported a position in F/m Ultrashort Tax-Free Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • Bank of Montreal's F/m Ultrashort Tax-Free Municipal ETF position peaked at $1.03M in Q4 2025.
  • 8 funds tracked by Wall St. Rank held F/m Ultrashort Tax-Free Municipal ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.