Safeguard Financial’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.09M | Buy |
169,125
+38,935
| +30% | +$941K | 0.9% | 14 |
|
|
2024
Q4 | $3.12M | Buy |
130,190
+37,185
| +40% | +$891K | 0.68% | 16 |
|
|
2024
Q3 | $2.27M | Buy |
93,005
+32,052
| +53% | +$781K | 0.53% | 19 |
|
|
2024
Q2 | $1.45M | Buy |
60,953
+31,096
| +104% | +$738K | 0.4% | 27 |
|
|
2024
Q1 | $711K | Buy |
29,857
+17,491
| +141% | +$416K | 0.23% | 41 |
|
|
2023
Q4 | $296K | Buy |
+12,366
| New | +$296K | 0.11% | 62 |
|
|
2023
Q3 | – | Sell |
-3,420
| Closed | -$80K | – | 280 |
|
|
2023
Q2 | $80K | Buy |
+3,420
| New | +$80K | 0.04% | 113 |
|