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Safeguard Investment Advisory Group’s iShares US Financials ETF IYF Stock Holding History

Safeguard Investment Advisory Group’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,283
Closed -$85K – 400
2020
Q4 		$85K Buy
+1,283
New +$79.2K 0.08% 134

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of iShares US Financials ETF (IYF) in Q1 2021, closing a stake of 1,283 shares — an estimated $85K sold.

Safeguard Investment Advisory Group first reported a position in IYF in Q4 2020 and held it in 1 quarter. The position peaked at $85K in Q4 2020. 273 funds tracked by Wall St. Rank hold IYF as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares US Financials ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,283 iShares US Financials ETF shares in Q1 2021, an estimated $85K.
  • Safeguard Investment Advisory Group first reported a position in iShares US Financials ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares US Financials ETF position peaked at $85K in Q4 2020.
  • 273 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2021.

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