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Safeguard Investment Advisory Group’s iShares US Healthcare ETF IYH Stock Holding History

Safeguard Investment Advisory Group’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-325
Closed -$15K – 402
2020
Q4 		$15K Buy
+325
New +$15.3K 0.01% 351

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of iShares US Healthcare ETF (IYH) in Q1 2021, closing a stake of 325 shares — an estimated $15K sold.

Safeguard Investment Advisory Group first reported a position in IYH in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 360 funds tracked by Wall St. Rank hold IYH as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares US Healthcare ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 325 iShares US Healthcare ETF shares in Q1 2021, an estimated $15K.
  • Safeguard Investment Advisory Group first reported a position in iShares US Healthcare ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares US Healthcare ETF position peaked at $15K in Q4 2020.
  • 360 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2021.

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