Montis Financial, LLC Ishares Agency Bond ETF Transaction History

Montis Financial, LLC

  • $430 Million
  • Q3 2025

A detailed history of Montis Financial, LLC transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Montis Financial, LLC holds 6,707 shares of AGZ stock, worth $739,983. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,707
Previous 9,368 28.41%
Holding current value
$739,983
Previous $1.03 Million 27.95%
% of portfolio
0.17%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
$108.74 - $110.41 $289,357 - $293,801
-2,661 Reduced 28.41%
6,707 $740,000
Q2 2025

Jul 17, 2025
SELL
$108.32 - $109.92 $474,224 - $481,229
-4,378 Reduced 31.85%
9,368 $1.03 Million
Q1 2025

May 02, 2025
SELL
$107.46 - $109.48 $361,602 - $368,400
-3,365 Reduced 19.67%
13,746 $1.5 Million
Q4 2024

Feb 10, 2025
BUY
$107.68 - $110.37 $1.84 Million - $1.89 Million
17,111 New
17,111 $1.85 Million

Others Institutions Holding AGZ

# of Institutions
162
Shares Held
4.11M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES AGENCY BOND ETF

AGZ Quotes by TradingView
  • Ticker AGZ
  • Sector ETFs
  • Industry ETFs
More about AGZ
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