Bank of Montreal’s iShares Interest Rate Hedged US Aggregate Bond ETF AGRH Stock Holding History

Bank of Montreal’s Portfolio AGRH Stock Details AGRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,060	Closed	-$53.5K	–	3502
2024 Q3	$53.5K	Sell	2,060 -972	-32%	-$25.2K	﹤0.01%	3398
2024 Q2	$78.7K	Sell	3,032 -1,880	-38%	-$48.7K	﹤0.01%	3311
2024 Q1	$128K	Buy	+4,912	New	+$127K	﹤0.01%	3218

Other funds holding AGRH

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal's AGRH Position: Q4 2024 in Review

Bank of Montreal sold out of iShares Interest Rate Hedged US Aggregate Bond ETF (AGRH) in Q4 2024, closing a stake of 2,060 shares — an estimated $53.5K sold.

Bank of Montreal first reported a position in AGRH in Q1 2024 and held it in 3 quarters. The position peaked at $128K in Q1 2024. 2 funds tracked by Wall St. Rank hold AGRH as of Q4 2024.

Bank of Montreal reported no remaining iShares Interest Rate Hedged US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 2,060 iShares Interest Rate Hedged US Aggregate Bond ETF shares in Q4 2024, an estimated $53.5K.
Bank of Montreal first reported a position in iShares Interest Rate Hedged US Aggregate Bond ETF in Q1 2024 and held it in 3 quarters.
Bank of Montreal's iShares Interest Rate Hedged US Aggregate Bond ETF position peaked at $128K in Q1 2024.
2 funds tracked by Wall St. Rank held iShares Interest Rate Hedged US Aggregate Bond ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.