IHT Wealth Management’s Pembina Pipeline PBA Stock Holding History

IHT Wealth Management’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 Q1	$250K	Buy	5,586 +14	+0.3%	+$594	0.01%	1079
2025 Q4	$212K	Buy	5,572 +16	+0.3%	+$615	0.01%	1113
2025 Q3	$225K	Buy	5,556 +14	+0.3%	+$528	0.01%	1067
2025 Q2	$208K	Buy	5,542 +14	+0.3%	+$528	0.01%	1077
2025 Q1	$221K	Sell	5,528 -933	-14%	-$35K	0.01%	979
2024 Q4	$239K	Buy	6,461 +207	+3%	+$8.44K	0.01%	942
2024 Q3	$258K	Buy	6,254 +22	+0.4%	+$860	0.01%	973
2024 Q2	$231K	Buy	6,232 +23	+0.4%	+$831	0.01%	894
2024 Q1	$219K	Buy	+6,209	New	+$214K	0.01%	908
2020 Q1	–	Sell	-8,399	Closed	-$311K	–	629
2019 Q4	$311K	Buy	8,399 +2,704	+47%	+$96.7K	0.04%	439
2019 Q3	$211K	Buy	+5,695	New	+$211K	0.03%	538
2018 Q2	–	Sell	-425	Closed	-$13K	–	1068
2018 Q1	$13K	Hold	425	–	–	﹤0.01%	1109
2017 Q4	$15K	Hold	425	–	–	﹤0.01%	1072
2017 Q3	$14K	Buy	+425	New	+$14.2K	0.01%	871

Other funds holding PBA

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return