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Safeguard Investment Advisory Group’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Safeguard Investment Advisory Group’s Portfolio IHE Stock Details IHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,607
Closed -$156K – 366
2020
Q4 		$156K Buy
+2,607
New +$149K 0.14% 89

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2021, closing a stake of 2,607 shares — an estimated $156K sold.

Safeguard Investment Advisory Group first reported a position in IHE in Q4 2020 and held it in 1 quarter. The position peaked at $156K in Q4 2020. 101 funds tracked by Wall St. Rank hold IHE as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 2,607 iShares US Pharmaceuticals ETF shares in Q1 2021, an estimated $156K.
  • Safeguard Investment Advisory Group first reported a position in iShares US Pharmaceuticals ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares US Pharmaceuticals ETF position peaked at $156K in Q4 2020.
  • 101 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2021.

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