Bank of Montreal
ZTEN icon

Bank of Montreal’s F/M 10-Year Investment Grade Corporate Bond ETF ZTEN Stock Holding History

Bank of Montreal’s Portfolio ZTEN Stock Details ZTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,886
Closed -$456K – 4059
2025
Q4 		$456K Sell
8,886
-6,366
-42% -$328K ﹤0.01% 2354
2025
Q3 		$786K Buy
+15,252
New +$775K ﹤0.01% 2069

Other funds holding ZTEN

FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CCM
Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HW
HORAN Wealth Cincinnati, Ohio $1.05B AUM 17.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of Montreal sold out of F/M 10-Year Investment Grade Corporate Bond ETF (ZTEN) in Q1 2026, closing a stake of 8,886 shares — an estimated $456K sold.

Bank of Montreal first reported a position in ZTEN in Q3 2025 and held it in 2 quarters. The position peaked at $786K in Q3 2025. 8 funds tracked by Wall St. Rank hold ZTEN as of Q1 2026.

  • Bank of Montreal reported no remaining F/M 10-Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 8,886 F/M 10-Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $456K.
  • Bank of Montreal first reported a position in F/M 10-Year Investment Grade Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Bank of Montreal's F/M 10-Year Investment Grade Corporate Bond ETF position peaked at $786K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held F/M 10-Year Investment Grade Corporate Bond ETF as of Q1 2026.

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