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Guardian Capital Advisors (Canada)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Guardian Capital Advisors (Canada)’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$800K Sell
9,645
-850
-8% -$70.1K 0.08% 118
2024
Q2 		$857K Buy
10,495
+560
+6% +$45.6K 0.09% 108
2024
Q1 		$807K Sell
9,935
-25
-0.3% -$2.05K 0.09% 112
2023
Q4 		$816K Buy
9,960
+2,815
+39% +$229K 0.09% 115
2023
Q3 		$579K Sell
7,145
-4,600
-39% -$373K 0.06% 119
2023
Q2 		$953K Sell
11,745
-610
-5% -$49.9K 0.11% 95
2023
Q1 		$1.01M Sell
12,355
-3,970
-24% -$324K 0.12% 94
2022
Q4 		$1.34M Buy
+16,325
New +$1.32M 0.15% 90
2022
Q3 		– Sell
-20,870
Closed -$1.72M – 167
2022
Q2 		$1.72M Sell
20,870
-21,075
-50% -$1.75M 0.2% 78
2022
Q1 		$3.49M Buy
41,945
+2,475
+6% +$209K 0.34% 66
2021
Q4 		$3.36M Buy
39,470
+4,590
+13% +$394K 0.32% 71
2021
Q3 		$3M Buy
34,880
+7,695
+28% +$663K 0.31% 68
2021
Q2 		$2.34M Buy
27,185
+5,310
+24% +$458K 0.24% 74
2021
Q1 		$1.89M Sell
21,875
-1,450
-6% -$125K 0.22% 78
2020
Q4 		$2.02M Buy
23,325
+2,200
+10% +$190K 0.27% 76
2020
Q3 		$1.83M Buy
21,125
+7,225
+52% +$625K 0.28% 77
2020
Q2 		$883K Buy
13,900
+7,200
+107% +$624K 0.17% 81
2020
Q1 		$408K Sell
6,700
-2,450
-27% -$209K 0.1% 91
2019
Q4 		$775K Buy
9,150
+350
+4% +$29.7K 0.1% 97
2019
Q3 		$747K Buy
8,800
+900
+11% +$76.3K 0.1% 96
2019
Q2 		$668K Buy
7,900
+1,300
+20% +$109K 0.09% 109
2019
Q1 		$554K Buy
+6,600
New +$553K 0.07% 112

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Guardian Capital Advisors (Canada) reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.1% in Q3 2024, selling an estimated $70.1K and leaving 9,645 shares worth $800K. The position accounts for 0.08% of the portfolio, ranked #118.

Guardian Capital Advisors (Canada) first reported a position in SHY in Q1 2019 and has held it in 22 quarters since. The position peaked at $3.49M in Q1 2022. 1,100 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • Guardian Capital Advisors (Canada) held 9,645 shares of iShares 1-3 Year Treasury Bond ETF worth $800K as of Q3 2024.
  • Guardian Capital Advisors (Canada) sold 850 iShares 1-3 Year Treasury Bond ETF shares in Q3 2024, an estimated $70.1K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.08% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #118 holding.
  • Guardian Capital Advisors (Canada) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 22 quarters since.
  • Guardian Capital Advisors (Canada)'s iShares 1-3 Year Treasury Bond ETF position peaked at $3.49M in Q1 2022.
  • 1,100 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

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