Safeguard Financial’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$1.51M | 0.87% | 13 |
|
|
2024
Q3 | $2.5M | Buy |
102,892
+39,881
| +63% | +$969K | 0.59% | 17 |
|
|
2024
Q2 | $1.5M | Buy |
63,011
+36,022
| +133% | +$858K | 0.42% | 26 |
|
|
2024
Q1 | $644K | Buy |
26,989
+16,341
| +153% | +$390K | 0.21% | 43 |
|
|
2023
Q4 | $254K | Buy |
+10,648
| New | +$254K | 0.1% | 66 |
|
|
2023
Q3 | – | Sell |
-2,228
| Closed | -$52K | – | 279 |
|
|
2023
Q2 | $52K | Buy |
+2,228
| New | +$52K | 0.03% | 152 |
|