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Safeguard Investment Advisory Group’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Safeguard Investment Advisory Group’s Portfolio HYS Stock Details HYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-469
Closed -$46K – 351
2020
Q4 		$46K Buy
+469
New +$45.1K 0.04% 212

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AssetMark Inc
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Envestnet Asset Management
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CCMG
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2021, closing a stake of 469 shares — an estimated $46K sold.

Safeguard Investment Advisory Group first reported a position in HYS in Q4 2020 and held it in 1 quarter. The position peaked at $46K in Q4 2020. 245 funds tracked by Wall St. Rank hold HYS as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 469 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2021, an estimated $46K.
  • Safeguard Investment Advisory Group first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $46K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2021.

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