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Safeguard Investment Advisory Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Safeguard Investment Advisory Group’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-25
Closed -$1K – 108
2020
Q4 		$1K Buy
+25
New +$1.05K ﹤0.01% 653

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Safeguard Investment Advisory Group's AOM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2021, closing a stake of 25 shares — an estimated $1K sold.

Safeguard Investment Advisory Group first reported a position in AOM in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 221 funds tracked by Wall St. Rank hold AOM as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 25 iShares Core Moderate Allocation ETF shares in Q1 2021, an estimated $1K.
  • Safeguard Investment Advisory Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares Core Moderate Allocation ETF position peaked at $1K in Q4 2020.
  • 221 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.