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Guardian Capital Advisors (Canada)’s iShares TIPS Bond ETF TIP Stock Holding History

Guardian Capital Advisors (Canada)’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$11.1M Buy
100,343
+75,950
+311% +$8.25M 1.09% 33
2024
Q2 		$2.61M Hold
24,393
– – 0.28% 79
2024
Q1 		$2.58M Sell
24,393
-62,030
-72% -$6.63M 0.28% 81
2023
Q4 		$9.25M Buy
86,423
+62,793
+266% +$6.57M 0.96% 34
2023
Q3 		$2.45M Buy
+23,630
New +$2.5M 0.27% 82
2021
Q1 		– Sell
-2,600
Closed -$332K – 182
2020
Q4 		$332K Hold
2,600
– – 0.04% 142
2020
Q3 		$328K Buy
2,600
+50
+2% +$6.28K 0.05% 136
2020
Q2 		$232K Buy
+2,550
New +$310K 0.04% 136
2020
Q1 		– Sell
-9,500
Closed -$1.11M – 159
2019
Q4 		$1.11M Buy
9,500
+1,360
+17% +$158K 0.14% 86
2019
Q3 		$947K Sell
8,140
-1,602
-16% -$186K 0.13% 89
2019
Q2 		$1.12M Sell
9,742
-200
-2% -$22.7K 0.15% 85
2019
Q1 		$1.12M Buy
9,942
+4,475
+82% +$496K 0.15% 89
2018
Q4 		$602K Sell
5,467
-405
-7% -$44.2K 0.09% 108
2018
Q3 		$643K Sell
5,872
-2,525
-30% -$282K 0.09% 108
2018
Q2 		$945K Buy
8,397
+100
+1% +$11.2K 0.13% 94
2018
Q1 		$938K Buy
8,297
+1,030
+14% +$116K 0.13% 96
2017
Q4 		$823K Buy
7,267
+1,000
+16% +$114K 0.11% 101
2017
Q3 		$711K Buy
6,267
+945
+18% +$108K 0.1% 100
2017
Q2 		$602K Sell
5,322
-400
-7% -$45.7K 0.09% 109
2017
Q1 		$657K Sell
5,722
-150
-3% -$17.1K 0.09% 106
2016
Q4 		$669K Buy
5,872
+1,050
+22% +$120K 0.1% 112
2016
Q3 		$429K Buy
4,822
+1,122
+30% +$130K 0.08% 115
2016
Q2 		$334K Buy
3,700
+1,200
+48% +$138K 0.06% 127
2016
Q1 		$220K Buy
+2,500
New +$279K 0.04% 148

Other funds holding TIP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

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

Guardian Capital Advisors (Canada) increased its iShares TIPS Bond ETF (TIP) stake by 311% in Q3 2024, buying an estimated $8.25M and bringing the position to 100,343 shares worth $11.1M. The position accounts for 1.09% of the portfolio, ranked #33.

Guardian Capital Advisors (Canada) first reported a position in TIP in Q1 2016 and has held it in 24 quarters since. 961 funds tracked by Wall St. Rank hold TIP as of Q3 2024.

  • Guardian Capital Advisors (Canada) held 100,343 shares of iShares TIPS Bond ETF worth $11.1M as of Q3 2024.
  • Guardian Capital Advisors (Canada) bought 75,950 iShares TIPS Bond ETF shares in Q3 2024, an estimated $8.25M.
  • iShares TIPS Bond ETF made up 1.09% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #33 holding.
  • Guardian Capital Advisors (Canada) first reported a position in iShares TIPS Bond ETF in Q1 2016 and has held it in 24 quarters since.
  • 961 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2024.

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