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GCAC
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
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1-Year Est. Return
Bank of America
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$1.37T AUM
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1-Year Est. Return
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$82.4B AUM
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
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$67.6B AUM
18.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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