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Safeguard Investment Advisory Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Safeguard Investment Advisory Group’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-46
Closed -$6K – 359
2020
Q4 		$6K Buy
+46
New +$6.12K 0.01% 493

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2021, closing a stake of 46 shares — an estimated $6K sold.

Safeguard Investment Advisory Group first reported a position in IEI in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 509 funds tracked by Wall St. Rank hold IEI as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 46 iShares 3-7 Year Treasury Bond ETF shares in Q1 2021, an estimated $6K.
  • Safeguard Investment Advisory Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares 3-7 Year Treasury Bond ETF position peaked at $6K in Q4 2020.
  • 509 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2021.

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