SF
IBDP

Safeguard Financial’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Safeguard Financial’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-89,449
Closed -$2.26M – 137
2024
Q3 		$2.26M Buy
89,449
+28,060
+46% +$705K 0.53% 20
2024
Q2 		$1.54M Buy
61,389
+21,554
+54% +$540K 0.43% 25
2024
Q1 		$998K Buy
39,835
+16,830
+73% +$420K 0.33% 30
2023
Q4 		$573K Buy
23,005
+9,573
+71% +$237K 0.22% 42
2023
Q3 		$332K Sell
13,432
-609
-4% -$15K 0.16% 53
2023
Q2 		$345K Sell
14,041
-17,016
-55% -$418K 0.17% 50
2023
Q1 		$764K Buy
31,057
+8,627
+38% +$212K 0.46% 34
2022
Q4 		$548K Buy
22,430
+3,379
+18% +$82.3K 0.39% 40
2022
Q3 		$464K Buy
+19,051
New +$470K 0.43% 36

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Safeguard Financial's IBDP Position: Q4 2024 in Review

Safeguard Financial sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 89,449 shares — an estimated $2.26M sold.

Safeguard Financial first reported a position in IBDP in Q3 2022 and held it in 9 quarters. The position peaked at $2.26M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Safeguard Financial reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Safeguard Financial sold 89,449 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $2.26M.
  • Safeguard Financial first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2022 and held it in 9 quarters.
  • Safeguard Financial's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.26M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Safeguard Financial's 13F filing for Q4 2024, filed 14 Jan 2025.