SF
IBDO

Safeguard Financial’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Safeguard Financial’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,175
Closed -$359K – 86
2023
Q3 		$359K Buy
14,175
+2
+0% +$51 0.17% 50
2023
Q2 		$358K Hold
14,173
– – 0.17% 49
2023
Q1 		$357K Sell
14,173
-204
-1% -$5.12K 0.22% 47
2022
Q4 		$360K Buy
+14,377
New +$359K 0.26% 45

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Safeguard Financial's IBDO Position: Q4 2023 in Review

Safeguard Financial sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 14,175 shares — an estimated $359K sold.

Safeguard Financial first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $360K in Q4 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Safeguard Financial reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Safeguard Financial sold 14,175 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $359K.
  • Safeguard Financial first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • Safeguard Financial's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $360K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Safeguard Financial's 13F filing for Q4 2023, filed 30 Jan 2024.