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Safeguard Investment Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Safeguard Investment Advisory Group’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-117
Closed -$10K – 596
2020
Q4 		$10K Buy
+117
New +$10.1K 0.01% 417

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2021, closing a stake of 117 shares — an estimated $10K sold.

Safeguard Investment Advisory Group first reported a position in SHY in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 889 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 117 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $10K.
  • Safeguard Investment Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $10K in Q4 2020.
  • 889 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

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