Montis Financial’s iShares Agency Bond ETF AGZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.03M	Sell	9,368 -4,378	-32%	-$480K	0.29%	51
2025 Q1	$1.5M	Sell	13,746 -3,365	-20%	-$368K	0.44%	38
2024 Q4	$1.85M	Buy	+17,111	New	+$1.85M	0.57%	34