skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. ZST: Good Morning, I liquidated my corporate holdings in order to realize substantial gains prior to the June 24, deadline. [BMO Ultra Short-Term Bond ETF]

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good Morning, I liquidated my corporate holdings in order to realize substantial gains prior to the June 24, deadline.
Will be buying back some of the holdings and was thinking an ETF instead of individual holdings. Taking this opportunity to try to reduce holdings and re-organize portfolios.

Also, some of the funds will be needed in the next year. Was thinking fixed income ZST (Canadian dollars) and ZUS.U (US dollars)?
Your thoughts please.
Asked by Heather on June 21, 2024
5i Research Answer:
For safe parking of cash, we would have no concerns with ZSR and ZUS.U. ZUS.U is fairly small at...
Sign up today for a free 14-day trial and continue your reading!

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; unbiased stocks research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!