Safeguard Investment Advisory Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Safeguard Investment Advisory Group’s Portfolio SLQD Stock Details SLQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,000	Closed	-$240K	–	105
2023 Q3	$240K	Hold	5,000	–	–	0.1%	81
2023 Q2	$241K	Hold	5,000	–	–	0.1%	86
2023 Q1	$242K	Hold	5,000	–	–	0.12%	84
2022 Q4	$239K	Sell	5,000 -58	-1%	-$2.76K	0.15%	83
2022 Q3	$239K	Hold	5,058	–	–	0.16%	79
2022 Q2	$249K	Hold	5,058	–	–	0.15%	79
2022 Q1	$249K	Buy	+5,058	New	+$254K	0.17%	71

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Safeguard Investment Advisory Group's SLQD Position: Q4 2023 in Review

Safeguard Investment Advisory Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2023, closing a stake of 5,000 shares — an estimated $240K sold.

Safeguard Investment Advisory Group first reported a position in SLQD in Q1 2022 and held it in 7 quarters. The position peaked at $249K in Q2 2022. 244 funds tracked by Wall St. Rank hold SLQD as of Q4 2023.

Safeguard Investment Advisory Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Safeguard Investment Advisory Group sold 5,000 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $240K.
Safeguard Investment Advisory Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 7 quarters.
Safeguard Investment Advisory Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $249K in Q2 2022.
244 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Safeguard Investment Advisory Group's 13F filing for Q4 2023, filed 26 Jan 2024.