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Safeguard Investment Advisory Group’s iShares US Financial Services ETF IYG Stock Holding History

Safeguard Investment Advisory Group’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,248
Closed -$62K – 401
2020
Q4 		$62K Buy
+1,248
New +$56.3K 0.06% 175

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of iShares US Financial Services ETF (IYG) in Q1 2021, closing a stake of 1,248 shares — an estimated $62K sold.

Safeguard Investment Advisory Group first reported a position in IYG in Q4 2020 and held it in 1 quarter. The position peaked at $62K in Q4 2020. 213 funds tracked by Wall St. Rank hold IYG as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares US Financial Services ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,248 iShares US Financial Services ETF shares in Q1 2021, an estimated $62K.
  • Safeguard Investment Advisory Group first reported a position in iShares US Financial Services ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares US Financial Services ETF position peaked at $62K in Q4 2020.
  • 213 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2021.

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