Safeguard Investment Advisory Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,888	Closed	-$249K	–	105
2022 Q2	$249K	Hold	1,888	–	–	0.15%	80
2022 Q1	$249K	Sell	1,888 -79	-4%	-$10.9K	0.17%	72
2021 Q4	$291K	Hold	1,967	–	–	0.17%	74
2021 Q3	$284K	Buy	1,967 +264	+16%	+$39.2K	0.18%	73
2021 Q2	$245K	Buy	+1,703	New	+$238K	0.17%	75
2021 Q1	–	Sell	-1,220	Closed	-$192K	–	649
2020 Q4	$192K	Buy	+1,220	New	+$194K	0.17%	76

Other funds holding TLT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Safeguard Investment Advisory Group's TLT Position: Q3 2022 in Review

Safeguard Investment Advisory Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2022, closing a stake of 1,888 shares — an estimated $249K sold.

Safeguard Investment Advisory Group first reported a position in TLT in Q4 2020 and held it in 6 quarters. The position peaked at $291K in Q4 2021. 733 funds tracked by Wall St. Rank hold TLT as of Q3 2022.

Safeguard Investment Advisory Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Safeguard Investment Advisory Group sold 1,888 iShares 20+ Year Treasury Bond ETF shares in Q3 2022, an estimated $249K.
Safeguard Investment Advisory Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 6 quarters.
Safeguard Investment Advisory Group's iShares 20+ Year Treasury Bond ETF position peaked at $291K in Q4 2021.
733 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2022.

Based on Safeguard Investment Advisory Group's 13F filing for Q3 2022, filed 26 Oct 2022.