Safeguard Financial’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$543K	Buy	26,184 +3,128	+14%	+$64.9K	0.12%	64
2024 Q4	$469K	Buy	23,056 +359	+2%	+$7.31K	0.1%	73
2024 Q3	$482K	Buy	22,697 +3,226	+17%	+$68.5K	0.11%	68
2024 Q2	$395K	Buy	19,471 +3,683	+23%	+$74.7K	0.11%	70
2024 Q1	$323K	Buy	+15,788	New	+$323K	0.11%	65