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Guardian Capital Advisors (Canada)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Guardian Capital Advisors (Canada)’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$326K Buy
2,882
+618
+27% +$68.4K 0.03% 145
2024
Q2 		$245K Hold
2,264
– – 0.03% 158
2024
Q1 		$238K Buy
+2,264
New +$246K 0.03% 156
2023
Q3 		– Sell
-3,376
Closed -$363K – 174
2023
Q2 		$363K Buy
3,376
+800
+31% +$86.5K 0.04% 134
2023
Q1 		$282K Sell
2,576
-57
-2% -$6.17K 0.03% 134
2022
Q4 		$292K Hold
2,633
– – 0.03% 143
2022
Q3 		$266K Sell
2,633
-27
-1% -$2.98K 0.03% 135
2022
Q2 		$295K Sell
2,660
-40
-1% -$4.52K 0.03% 142
2022
Q1 		$314K Hold
2,700
– – 0.03% 142
2021
Q4 		$351K Hold
2,700
– – 0.03% 148
2021
Q3 		$361K Sell
2,700
-1,955
-42% -$264K 0.04% 143
2021
Q2 		$625K Buy
4,655
+325
+8% +$42.8K 0.06% 117
2021
Q1 		$568K Sell
4,330
-2,000
-32% -$266K 0.06% 120
2020
Q4 		$867K Sell
6,330
-60
-0.9% -$8.17K 0.12% 96
2020
Q3 		$867K Hold
6,390
– – 0.13% 89
2020
Q2 		$636K Buy
6,390
+2,110
+49% +$274K 0.12% 89
2020
Q1 		$365K Sell
4,280
-35
-0.8% -$4.46K 0.09% 99
2019
Q4 		$555K Buy
4,315
+1,140
+36% +$145K 0.07% 117
2019
Q3 		$404K Buy
3,175
+925
+41% +$117K 0.05% 131
2019
Q2 		$281K Buy
+2,250
New +$270K 0.04% 143
2015
Q4 		– Sell
-2,250
Closed -$201K – 177
2015
Q3 		$201K Hold
2,250
– – 0.04% 159
2015
Q2 		$214K Hold
2,250
– – 0.04% 162
2015
Q1 		$281K Buy
+2,250
New +$273K 0.04% 161

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Guardian Capital Advisors (Canada) increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 27% in Q3 2024, buying an estimated $68.4K and bringing the position to 2,882 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #145.

Guardian Capital Advisors (Canada) first reported a position in LQD in Q1 2015 and has held it in 23 quarters since. The position peaked at $867K in Q4 2020. 1,047 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

  • Guardian Capital Advisors (Canada) held 2,882 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $326K as of Q3 2024.
  • Guardian Capital Advisors (Canada) bought 618 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $68.4K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #145 holding.
  • Guardian Capital Advisors (Canada) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and has held it in 23 quarters since.
  • Guardian Capital Advisors (Canada)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $867K in Q4 2020.
  • 1,047 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

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