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Guardian Capital Advisors (Canada)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Guardian Capital Advisors (Canada)’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,170
Closed -$1.12M – 164
2022
Q3 		$1.12M Buy
+11,170
New +$1.26M 0.14% 92
2021
Q2 		– Sell
-2,900
Closed -$400K – 179
2021
Q1 		$400K Buy
+2,900
New +$420K 0.05% 136
2017
Q3 		– Sell
-1,700
Closed -$209K – 165
2017
Q2 		$209K Sell
1,700
-400
-19% -$49.4K 0.03% 153
2017
Q1 		$255K Buy
+2,100
New +$252K 0.04% 142
2014
Q2 		– Sell
-2,400
Closed -$258K – 183
2014
Q1 		$258K Hold
2,400
– – 0.05% 159
2013
Q4 		$257K Buy
+2,400
New +$251K 0.05% 154

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return