IAG Wealth Partners’s Pembina Pipeline PBA Stock Holding History

IAG Wealth Partners’s Portfolio PBA Stock Details PBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.25K	Hold	200	–	–	﹤0.01%	384
2026 Q1	$8.95K	Hold	200	–	–	﹤0.01%	394
2025 Q4	$7.61K	Hold	200	–	–	﹤0.01%	383
2025 Q3	$8.09K	Hold	200	–	–	﹤0.01%	394
2025 Q2	$7.5K	Hold	200	–	–	﹤0.01%	372
2025 Q1	$8.01K	Hold	200	–	–	﹤0.01%	361
2024 Q4	$7.39K	Hold	200	–	–	﹤0.01%	378
2024 Q3	$8.25K	Hold	200	–	–	﹤0.01%	368
2024 Q2	$7.42K	Hold	200	–	–	﹤0.01%	362
2024 Q1	$7.07K	Hold	200	–	–	﹤0.01%	355
2023 Q4	$6.88K	Hold	200	–	–	﹤0.01%	348
2023 Q3	$6.01K	Hold	200	–	–	﹤0.01%	353
2023 Q2	$6.29K	Hold	200	–	–	﹤0.01%	362
2023 Q1	$6.48K	Hold	200	–	–	﹤0.01%	360
2022 Q4	$6.79K	Hold	200	–	–	﹤0.01%	331
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	331
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	313
2022 Q1	$8K	Hold	200	–	–	﹤0.01%	321
2021 Q4	$6K	Hold	200	–	–	﹤0.01%	342
2021 Q3	$7K	Hold	200	–	–	﹤0.01%	302
2021 Q2	$7K	Sell	200 -100	-33%	-$3.14K	﹤0.01%	298
2021 Q1	$9K	Hold	300	–	–	﹤0.01%	276
2020 Q4	$8K	Hold	300	–	–	﹤0.01%	268
2020 Q3	$7K	Sell	300 -125	-29%	-$3.07K	﹤0.01%	264
2020 Q2	$11K	Hold	425	–	–	0.01%	215
2020 Q1	$8K	Hold	425	–	–	0.01%	235
2019 Q4	$16K	Buy	+425	New	+$15.2K	0.01%	195

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IAG Wealth Partners's PBA Position: Q2 2026 in Review

IAG Wealth Partners held its Pembina Pipeline (PBA) position steady in Q2 2026 at 200 shares worth $9.25K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

IAG Wealth Partners first reported a position in PBA in Q4 2019 and has held it in 27 quarters since. The position peaked at $16K in Q4 2019. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

IAG Wealth Partners held 200 shares of Pembina Pipeline worth $9.25K as of Q2 2026.
IAG Wealth Partners left its Pembina Pipeline share count unchanged in Q2 2026.
Pembina Pipeline made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #384 holding.
IAG Wealth Partners first reported a position in Pembina Pipeline in Q4 2019 and has held it in 27 quarters since.
IAG Wealth Partners's Pembina Pipeline position peaked at $16K in Q4 2019.
434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.