Bank of Montreal
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Bank of Montreal’s iShares Agency Bond ETF AGZ Stock Holding History

Bank of Montreal’s Portfolio AGZ Stock Details AGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-200
Closed -$21.6K – 3830
2024
Q2 		$21.6K Hold
200
– – ﹤0.01% 3575
2024
Q1 		$21.6K Hold
200
– – ﹤0.01% 3606
2023
Q4 		$21.7K Buy
+200
New +$21.3K ﹤0.01% 3716
2022
Q4 		– Sell
-40
Closed -$5 – 3934
2022
Q3 		$5 Buy
+40
New +$4.37K ﹤0.01% 3926
2015
Q4 		– Sell
-25
Closed -$3K – 4198
2015
Q3 		$3K Buy
+25
New +$2.84K ﹤0.01% 3723

Other funds holding AGZ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Bank of Montreal's AGZ Position: Q3 2024 in Review

Bank of Montreal sold out of iShares Agency Bond ETF (AGZ) in Q3 2024, closing a stake of 200 shares — an estimated $21.6K sold.

Bank of Montreal first reported a position in AGZ in Q3 2015 and held it in 5 quarters. The position peaked at $21.7K in Q4 2023. 138 funds tracked by Wall St. Rank hold AGZ as of Q3 2024.

  • Bank of Montreal reported no remaining iShares Agency Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 200 iShares Agency Bond ETF shares in Q3 2024, an estimated $21.6K.
  • Bank of Montreal first reported a position in iShares Agency Bond ETF in Q3 2015 and held it in 5 quarters.
  • Bank of Montreal's iShares Agency Bond ETF position peaked at $21.7K in Q4 2023.
  • 138 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.