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Safeguard Investment Advisory Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Safeguard Investment Advisory Group’s Portfolio BIL Stock Details BIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-26
Closed -$2K – 144
2020
Q4 		$2K Buy
+26
New +$2.38K ﹤0.01% 613

Other funds holding BIL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2021, closing a stake of 26 shares — an estimated $2K sold.

Safeguard Investment Advisory Group first reported a position in BIL in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 402 funds tracked by Wall St. Rank hold BIL as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 26 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2021, an estimated $2K.
  • Safeguard Investment Advisory Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2K in Q4 2020.
  • 402 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2021.

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