Montis Financial LLC Invests $1.85 Million in iShares Agency Bond ETF (NYSEARCA:AGZ)

Montis Financial LLC purchased a new position in shares of iShares Agency Bond ETF (NYSEARCA:AGZ) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 17,111 shares of the company’s stock, valued at approximately $1,847,000. Montis Financial LLC owned 0.26% of iShares Agency Bond ETF as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Commonwealth Equity Services LLC grew its stake in shares of iShares Agency Bond ETF by 148.0% during the 4th quarter. Commonwealth Equity Services LLC now owns 24,314 shares of the company’s stock worth $2,625,000 after purchasing an additional 14,510 shares during the period. HighTower Advisors LLC grew its stake in shares of iShares Agency Bond ETF by 15.7% during the 4th quarter. HighTower Advisors LLC now owns 362,856 shares of the company’s stock worth $39,174,000 after purchasing an additional 49,237 shares during the period. Moors & Cabot Inc. grew its stake in shares of iShares Agency Bond ETF by 8.2% during the 4th quarter. Moors & Cabot Inc. now owns 7,533 shares of the company’s stock worth $813,000 after purchasing an additional 572 shares during the period. Citizens Financial Group Inc. RI grew its stake in shares of iShares Agency Bond ETF by 13.3% during the 4th quarter. Citizens Financial Group Inc. RI now owns 4,548 shares of the company’s stock worth $491,000 after purchasing an additional 535 shares during the period. Finally, Ashton Thomas Private Wealth LLC acquired a new position in shares of iShares Agency Bond ETF during the 4th quarter worth $709,000. 9.74% of the stock is owned by institutional investors and hedge funds.

iShares Agency Bond ETF Stock Down 0.1 %

NYSEARCA:AGZ opened at $108.98 on Friday. iShares Agency Bond ETF has a fifty-two week low of $106.17 and a fifty-two week high of $110.89. The firm’s fifty day simple moving average is $108.45 and its 200-day simple moving average is $108.92.

iShares Agency Bond ETF Company Profile

THE ISHARES BARCLAYS AGENCY BOND FUND seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the agency sector of the U.S. government bond market as defined by the Barclays Capital U.S. Agency Index.