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Safeguard Investment Advisory Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Safeguard Investment Advisory Group’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,415
Closed -$156K – 594
2020
Q4 		$156K Buy
+1,415
New +$157K 0.14% 90

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

Safeguard Investment Advisory Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2021, closing a stake of 1,415 shares — an estimated $156K sold.

Safeguard Investment Advisory Group first reported a position in SHV in Q4 2020 and held it in 1 quarter. The position peaked at $156K in Q4 2020. 458 funds tracked by Wall St. Rank hold SHV as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,415 iShares 0-1 Year Treasury Bond ETF shares in Q1 2021, an estimated $156K.
  • Safeguard Investment Advisory Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares 0-1 Year Treasury Bond ETF position peaked at $156K in Q4 2020.
  • 458 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2021.

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