Safeguard Investment Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Safeguard Investment Advisory Group’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,475	Closed	-$338K	–	97
2023 Q2	$338K	Sell	4,475 -409	-8%	-$31.2K	0.14%	66
2023 Q1	$374K	Buy	+4,884	New	+$370K	0.18%	64
2021 Q4	–	Sell	-2,450	Closed	-$200K	–	93
2021 Q3	$200K	Sell	2,450 -1,690	-41%	-$139K	0.13%	86
2021 Q2	$340K	Buy	4,140 +190	+5%	+$15.6K	0.24%	64
2021 Q1	$324K	Sell	3,950 -2,114	-35%	-$175K	0.29%	61
2020 Q4	$502K	Buy	+6,064	New	+$502K	0.44%	39

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Safeguard Investment Advisory Group's BSV Position: Q3 2023 in Review

Safeguard Investment Advisory Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 4,475 shares — an estimated $338K sold.

Safeguard Investment Advisory Group first reported a position in BSV in Q4 2020 and held it in 6 quarters. The position peaked at $502K in Q4 2020. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

Safeguard Investment Advisory Group reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Safeguard Investment Advisory Group sold 4,475 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $338K.
Safeguard Investment Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 6 quarters.
Safeguard Investment Advisory Group's Vanguard Short-Term Bond ETF position peaked at $502K in Q4 2020.
1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Safeguard Investment Advisory Group's 13F filing for Q3 2023, filed 14 Nov 2023.