SIAG
IBDO

Safeguard Investment Advisory Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Safeguard Investment Advisory Group’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-267
Closed -$7K – 772
2020
Q4 		$7K Buy
+267
New +$7K 0.01% 484

Other funds holding IBDO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2021, closing a stake of 267 shares — an estimated $7K sold.

Safeguard Investment Advisory Group first reported a position in IBDO in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 206 funds tracked by Wall St. Rank hold IBDO as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 267 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2021, an estimated $7K.
  • Safeguard Investment Advisory Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $7K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2021.

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