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Safeguard Financial’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Safeguard Financial’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$605K Buy
27,843
+4,482
+19% +$96.3K 0.13% 56
2024
Q4 		$499K Sell
23,361
-4,767
-17% -$103K 0.11% 68
2024
Q3 		$624K Buy
28,128
+14,507
+107% +$316K 0.15% 55
2024
Q2 		$290K Buy
13,621
+3,902
+40% +$82.4K 0.08% 81
2024
Q1 		$208K Buy
+9,719
New +$208K 0.07% 78

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Safeguard Financial's IBDV Position: Q1 2025 in Review

Safeguard Financial increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 19% in Q1 2025, buying an estimated $96.3K and bringing the position to 27,843 shares worth $605K. The position accounts for 0.13% of the portfolio, ranked #56.

Safeguard Financial first reported a position in IBDV in Q1 2024 and has held it in 5 quarters since. The position peaked at $624K in Q3 2024. 219 funds tracked by Wall St. Rank hold IBDV as of Q1 2025.

  • Safeguard Financial held 27,843 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $605K as of Q1 2025.
  • Safeguard Financial bought 4,482 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2025, an estimated $96.3K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.13% of Safeguard Financial's portfolio in Q1 2025, its #56 holding.
  • Safeguard Financial first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2024 and has held it in 5 quarters since.
  • Safeguard Financial's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $624K in Q3 2024.
  • 219 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2025.

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