Safeguard Financial’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Safeguard Financial’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$3.35M	Buy	132,559 +35,753	+37%	+$896K	0.73%	15
2024 Q4	$2.41M	Buy	96,806 +28,062	+41%	+$705K	0.52%	20
2024 Q3	$1.76M	Buy	68,744 +21,679	+46%	+$547K	0.41%	28
2024 Q2	$1.17M	Buy	47,065 +25,810	+121%	+$636K	0.32%	30
2024 Q1	$529K	Buy	21,255 +9,085	+75%	+$226K	0.17%	50
2023 Q4	$305K	Buy	+12,170	New	+$296K	0.12%	61
2023 Q3	–	Sell	-1,614	Closed	-$39K	–	281
2023 Q2	$39K	Buy	+1,614	New	+$40K	0.02%	181

Other funds holding IBDT

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAI

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Safeguard Financial's IBDT Position: Q1 2025 in Review

Safeguard Financial increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 37% in Q1 2025, buying an estimated $896K and bringing the position to 132,559 shares worth $3.35M. The position accounts for 0.73% of the portfolio, ranked #15.

Safeguard Financial first reported a position in IBDT in Q2 2023 and has held it in 7 quarters since. 342 funds tracked by Wall St. Rank hold IBDT as of Q1 2025.

Safeguard Financial held 132,559 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $3.35M as of Q1 2025.
Safeguard Financial bought 35,753 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2025, an estimated $896K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.73% of Safeguard Financial's portfolio in Q1 2025, its #15 holding.
Safeguard Financial first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2023 and has held it in 7 quarters since.
342 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2025.

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