Safeguard Financial’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Safeguard Financial’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$5.73M	Buy	227,886 +41,296	+22%	+$1.04M	1.26%	9
2024 Q4	$4.67M	Buy	186,590 +64,305	+53%	+$1.61M	1.02%	11
2024 Q3	$3.07M	Buy	122,285 +31,777	+35%	+$793K	0.72%	15
2024 Q2	$2.25M	Buy	90,508 +26,079	+40%	+$646K	0.63%	18
2024 Q1	$1.6M	Buy	64,429 +14,408	+29%	+$357K	0.52%	22
2023 Q4	$1.24M	Buy	50,021 +7,462	+18%	+$183K	0.47%	24
2023 Q3	$1.04M	Buy	42,559 +8,406	+25%	+$205K	0.5%	25
2023 Q2	$832K	Buy	34,153 +312	+0.9%	+$7.64K	0.4%	31
2023 Q1	$830K	Buy	33,841 +1,429	+4%	+$34.9K	0.5%	31
2022 Q4	$788K	Buy	+32,412	New	+$785K	0.56%	30

Other funds holding IBDQ

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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Safeguard Financial's IBDQ Position: Q1 2025 in Review

Safeguard Financial increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 22% in Q1 2025, buying an estimated $1.04M and bringing the position to 227,886 shares worth $5.73M. The position accounts for 1.26% of the portfolio, ranked #9.

Safeguard Financial first reported a position in IBDQ in Q4 2022 and has held it in 10 quarters since. 397 funds tracked by Wall St. Rank hold IBDQ as of Q1 2025.

Safeguard Financial held 227,886 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $5.73M as of Q1 2025.
Safeguard Financial bought 41,296 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2025, an estimated $1.04M.
iShares iBonds Dec 2025 Term Corporate ETF made up 1.26% of Safeguard Financial's portfolio in Q1 2025, its #9 holding.
Safeguard Financial first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and has held it in 10 quarters since.
397 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.