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Guardian Capital Advisors (Canada)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Guardian Capital Advisors (Canada)’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$745K Buy
7,364
+238
+3% +$23.7K 0.07% 121
2024
Q2 		$696K Buy
7,126
+123
+2% +$11.9K 0.07% 117
2024
Q1 		$669K Buy
7,003
+2,605
+59% +$255K 0.07% 119
2023
Q4 		$434K Buy
4,398
+877
+25% +$83.5K 0.05% 134
2023
Q3 		$331K Buy
3,521
+200
+6% +$19.3K 0.04% 145
2023
Q2 		$325K Buy
+3,321
New +$328K 0.04% 139
2021
Q1 		– Sell
-1,730
Closed -$204K – 173
2020
Q4 		$204K Hold
1,730
– – 0.03% 165
2020
Q3 		$204K Sell
1,730
-1,800
-51% -$214K 0.03% 159
2020
Q2 		$307K Sell
3,530
-644
-15% -$75.4K 0.06% 124
2020
Q1 		$336K Buy
4,174
+494
+13% +$56.3K 0.08% 102
2019
Q4 		$416K Sell
3,680
-450
-11% -$50.7K 0.05% 130
2019
Q3 		$468K Buy
4,130
+700
+20% +$78.7K 0.06% 122
2019
Q2 		$382K Buy
+3,430
New +$375K 0.05% 133
2018
Q3 		– Sell
-2,550
Closed -$271K – 158
2018
Q2 		$271K Sell
2,550
-250
-9% -$26.5K 0.04% 142
2018
Q1 		$299K Buy
2,800
+400
+17% +$42.9K 0.04% 138
2017
Q4 		$260K Hold
2,400
– – 0.03% 145
2017
Q3 		$262K Buy
+2,400
New +$263K 0.04% 138
2017
Q1 		– Sell
-3,350
Closed -$364K – 169
2016
Q4 		$364K Buy
+3,350
New +$367K 0.05% 128

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s AGG Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.3% in Q3 2024, buying an estimated $23.7K and bringing the position to 7,364 shares worth $745K. The position accounts for 0.07% of the portfolio, ranked #121.

Guardian Capital Advisors (Canada) first reported a position in AGG in Q4 2016 and has held it in 18 quarters since. 1,795 funds tracked by Wall St. Rank hold AGG as of Q3 2024.

  • Guardian Capital Advisors (Canada) held 7,364 shares of iShares Core US Aggregate Bond ETF worth $745K as of Q3 2024.
  • Guardian Capital Advisors (Canada) bought 238 iShares Core US Aggregate Bond ETF shares in Q3 2024, an estimated $23.7K.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #121 holding.
  • Guardian Capital Advisors (Canada) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 18 quarters since.
  • 1,795 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.