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Safeguard Investment Advisory Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Safeguard Investment Advisory Group’s Portfolio HYG Stock Details HYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-239
Closed -$20K – 350
2020
Q4 		$20K Buy
+239
New +$20.5K 0.02% 307

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TD Asset Management
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Wells Fargo
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Bank of America
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Envestnet Asset Management
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Citigroup
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CI Investments Inc
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2021, closing a stake of 239 shares — an estimated $20K sold.

Safeguard Investment Advisory Group first reported a position in HYG in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 888 funds tracked by Wall St. Rank hold HYG as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 239 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2021, an estimated $20K.
  • Safeguard Investment Advisory Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $20K in Q4 2020.
  • 888 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2021.

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