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Safeguard Investment Advisory Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Safeguard Investment Advisory Group’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-27
Closed -$1K – 109
2020
Q4 		$1K Buy
+27
New +$1.36K ﹤0.01% 654

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2021, closing a stake of 27 shares — an estimated $1K sold.

Safeguard Investment Advisory Group first reported a position in AOR in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 248 funds tracked by Wall St. Rank hold AOR as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 27 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2021, an estimated $1K.
  • Safeguard Investment Advisory Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $1K in Q4 2020.
  • 248 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2021.

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