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Safeguard Investment Advisory Group’s iShares MBS ETF MBB Stock Holding History

Safeguard Investment Advisory Group’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-236
Closed -$25K – 445
2020
Q4 		$25K Buy
+236
New +$26K 0.02% 280

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of iShares MBS ETF (MBB) in Q1 2021, closing a stake of 236 shares — an estimated $25K sold.

Safeguard Investment Advisory Group first reported a position in MBB in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 693 funds tracked by Wall St. Rank hold MBB as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares MBS ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 236 iShares MBS ETF shares in Q1 2021, an estimated $25K.
  • Safeguard Investment Advisory Group first reported a position in iShares MBS ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares MBS ETF position peaked at $25K in Q4 2020.
  • 693 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2021.

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