Safeguard Financial’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Safeguard Financial’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.32M	Buy	100,255 +38,850	+63%	+$891K	0.51%	20
2024 Q4	$1.4M	Buy	61,405 +13,391	+28%	+$308K	0.3%	30
2024 Q3	$1.13M	Buy	48,014 +16,047	+50%	+$372K	0.27%	38
2024 Q2	$725K	Buy	31,967 +11,479	+56%	+$259K	0.2%	48
2024 Q1	$468K	Buy	20,488 +10,355	+102%	+$236K	0.15%	55
2023 Q4	$234K	Buy	+10,133	New	+$225K	0.09%	70
2023 Q3	–	Sell	-531	Closed	-$11K	–	282
2023 Q2	$11K	Buy	+531	New	+$12K	0.01%	326

Other funds holding IBDU

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

ACA

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

CAI

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

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 IBDU Position: Q1 2025 in Review

Safeguard Financial increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 63% in Q1 2025, buying an estimated $891K and bringing the position to 100,255 shares worth $2.32M. The position accounts for 0.51% of the portfolio, ranked #20.

Safeguard Financial first reported a position in IBDU in Q2 2023 and has held it in 7 quarters since. 279 funds tracked by Wall St. Rank hold IBDU as of Q1 2025.

Safeguard Financial held 100,255 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.32M as of Q1 2025.
Safeguard Financial bought 38,850 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2025, an estimated $891K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.51% of Safeguard Financial's portfolio in Q1 2025, its #20 holding.
Safeguard Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2023 and has held it in 7 quarters since.
279 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2025.

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