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Safeguard Investment Advisory Group’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Safeguard Investment Advisory Group’s Portfolio BAB Stock Details BAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-865
Closed -$28K – 125
2020
Q4 		$28K Buy
+865
New +$28.7K 0.02% 263

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Jane Street
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q1 2021, closing a stake of 865 shares — an estimated $28K sold.

Safeguard Investment Advisory Group first reported a position in BAB in Q4 2020 and held it in 1 quarter. The position peaked at $28K in Q4 2020. 188 funds tracked by Wall St. Rank hold BAB as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco Taxable Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 865 Invesco Taxable Municipal Bond ETF shares in Q1 2021, an estimated $28K.
  • Safeguard Investment Advisory Group first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco Taxable Municipal Bond ETF position peaked at $28K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2021.

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