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Safeguard Investment Advisory Group’s iShares US Infrastructure ETF IFRA Stock Holding History

Safeguard Investment Advisory Group’s Portfolio IFRA Stock Details IFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,641
Closed -$313K – 104
2022
Q4 		$313K Sell
8,641
-3,228
-27% -$116K 0.19% 68
2022
Q3 		$382K Sell
11,869
-63,282
-84% -$2.28M 0.26% 55
2022
Q2 		$2.93M Hold
75,151
– – 1.8% 17
2022
Q1 		$2.93M Sell
75,151
-29,047
-28% -$1.09M 2% 15
2021
Q4 		$3.98M Buy
104,198
+4,341
+4% +$159K 2.32% 13
2021
Q3 		$3.4M Buy
99,857
+14,434
+17% +$514K 2.2% 13
2021
Q2 		$3.02M Buy
85,423
+26,679
+45% +$956K 2.15% 13
2021
Q1 		$2.03M Buy
58,744
+49,132
+511% +$1.58M 1.82% 15
2020
Q4 		$288K Buy
+9,612
New +$268K 0.26% 60

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Morgan Stanley
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BlackRock
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PAMS
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Osaic Holdings
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Carson Wealth (CWM LLC)
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PAS
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return