Safeguard Investment Advisory Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Safeguard Investment Advisory Group’s Portfolio ISTB Stock Details ISTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,534	Closed	-$211K	–	105
2022 Q4	$211K	Sell	4,534 -438	-9%	-$20.3K	0.13%	88
2022 Q3	$229K	Sell	4,972 -19,994	-80%	-$943K	0.16%	82
2022 Q2	$1.21M	Hold	24,966	–	–	0.74%	28
2022 Q1	$1.21M	Sell	24,966 -7,635	-23%	-$377K	0.83%	23
2021 Q4	$1.64M	Buy	32,601 +1,460	+5%	+$73.9K	0.96%	26
2021 Q3	$1.59M	Buy	31,141 +17,338	+126%	+$888K	1.03%	25
2021 Q2	$707K	Buy	+13,803	New	+$708K	0.5%	35

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Safeguard Investment Advisory Group's ISTB Position: Q1 2023 in Review

Safeguard Investment Advisory Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2023, closing a stake of 4,534 shares — an estimated $211K sold.

Safeguard Investment Advisory Group first reported a position in ISTB in Q2 2021 and held it in 7 quarters. The position peaked at $1.64M in Q4 2021. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2023.

Safeguard Investment Advisory Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2023 after selling out during the quarter.
Safeguard Investment Advisory Group sold 4,534 iShares Core 1-5 Year USD Bond ETF shares in Q1 2023, an estimated $211K.
Safeguard Investment Advisory Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2021 and held it in 7 quarters.
Safeguard Investment Advisory Group's iShares Core 1-5 Year USD Bond ETF position peaked at $1.64M in Q4 2021.
386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2023.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2023, filed 4 May 2023.