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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s TLT Position: Q4 2022 in Review

Guardian Capital Advisors (Canada) sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2022, closing a stake of 11,170 shares — an estimated $1.12M sold.

Guardian Capital Advisors (Canada) first reported a position in TLT in Q4 2013 and held it in 6 quarters. The position peaked at $1.12M in Q3 2022. 776 funds tracked by Wall St. Rank hold TLT as of Q4 2022.

Guardian Capital Advisors (Canada) reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Guardian Capital Advisors (Canada) sold 11,170 iShares 20+ Year Treasury Bond ETF shares in Q4 2022, an estimated $1.12M.
Guardian Capital Advisors (Canada) first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2013 and held it in 6 quarters.
Guardian Capital Advisors (Canada)'s iShares 20+ Year Treasury Bond ETF position peaked at $1.12M in Q3 2022.
776 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2022.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q4 2022, filed 14 Feb 2023.