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Safeguard Investment Advisory Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Safeguard Investment Advisory Group’s Portfolio TLH Stock Details TLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-14
Closed -$2K – 647
2020
Q4 		$2K Buy
+14
New +$2.26K ﹤0.01% 643

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2021, closing a stake of 14 shares — an estimated $2K sold.

Safeguard Investment Advisory Group first reported a position in TLH in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 133 funds tracked by Wall St. Rank hold TLH as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 14 iShares 10-20 Year Treasury Bond ETF shares in Q1 2021, an estimated $2K.
  • Safeguard Investment Advisory Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares 10-20 Year Treasury Bond ETF position peaked at $2K in Q4 2020.
  • 133 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2021.

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