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Safeguard Investment Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Safeguard Investment Advisory Group’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-75
Closed -$10K – 440
2020
Q4 		$10K Buy
+75
New +$10.2K 0.01% 413

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N
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Fisher Asset Management
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MYLI
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 75 shares — an estimated $10K sold.

Safeguard Investment Advisory Group first reported a position in LQD in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 75 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $10K.
  • Safeguard Investment Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10K in Q4 2020.
  • 1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

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