Safeguard Financial’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Safeguard Financial’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$5.02M	Buy	207,274 +41,467	+25%	+$1M	1.1%	11
2024 Q4	$3.99M	Buy	165,807 +62,915	+61%	+$1.52M	0.87%	13
2024 Q3	$2.5M	Buy	102,892 +39,881	+63%	+$960K	0.59%	17
2024 Q2	$1.5M	Buy	63,011 +36,022	+133%	+$855K	0.42%	26
2024 Q1	$644K	Buy	26,989 +16,341	+153%	+$390K	0.21%	43
2023 Q4	$254K	Buy	+10,648	New	+$250K	0.1%	66
2023 Q3	–	Sell	-2,228	Closed	-$52K	–	279
2023 Q2	$52K	Buy	+2,228	New	+$52.6K	0.03%	152

Other funds holding IBDR

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

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

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

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Safeguard Financial's IBDR Position: Q1 2025 in Review

Safeguard Financial increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 25% in Q1 2025, buying an estimated $1M and bringing the position to 207,274 shares worth $5.02M. The position accounts for 1.1% of the portfolio, ranked #11.

Safeguard Financial first reported a position in IBDR in Q2 2023 and has held it in 7 quarters since. 389 funds tracked by Wall St. Rank hold IBDR as of Q1 2025.

Safeguard Financial held 207,274 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $5.02M as of Q1 2025.
Safeguard Financial bought 41,467 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2025, an estimated $1M.
iShares iBonds Dec 2026 Term Corporate ETF made up 1.1% of Safeguard Financial's portfolio in Q1 2025, its #11 holding.
Safeguard Financial first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2023 and has held it in 7 quarters since.
389 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2025.

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