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HTRBHTRB
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Position history for BANK OF MONTREAL /CAN/BANK OF MONTREAL /CAN/'s holdings in HARTFORD FDS EXCHANGE TRADED

Yes. Bank of Montreal holds 9,895,819 shares of HTRB, worth $333.8M, as of its Q2 2026 13F filing. It increased the position by 1,231,316 shares (+14.2%) from Q1 2026. Bank of Montreal has held HTRB since Q4 2025, across 3 quarterly 13F filings. HTRB is 0.1% of Bank of Montreal's reported 13F portfolio.

Current Value

$333.8M

Current Shares

9.9M

Total Value Change

+$333.8M

Total Shares Change

+9.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
9.9M
+14.2%
$333.8M0.1%$33.21
42
2026-Q1
Increased
8.7M
+682x
$292.3M0.1%$32.85
60
2025-Q4
New
12,688
-
$433,2960.0%$32.92
33
2024-Q3
Exited
0
-100.0%
$00.0%$31.75
0

Other major holders of HTRB: AE Wealth Management LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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