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

Safeguard Financial’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$543K Buy
26,184
+3,128
+14% +$64.2K 0.12% 64
2024
Q4 		$469K Buy
23,056
+359
+2% +$7.42K 0.1% 73
2024
Q3 		$482K Buy
22,697
+3,226
+17% +$67.2K 0.11% 68
2024
Q2 		$395K Buy
19,471
+3,683
+23% +$74.3K 0.11% 70
2024
Q1 		$323K Buy
+15,788
New +$323K 0.11% 65

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Safeguard Financial's IBDW Position: Q1 2025 in Review

Safeguard Financial increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 14% in Q1 2025, buying an estimated $64.2K and bringing the position to 26,184 shares worth $543K. The position accounts for 0.12% of the portfolio, ranked #64.

Safeguard Financial first reported a position in IBDW in Q1 2024 and has held it in 5 quarters since. 196 funds tracked by Wall St. Rank hold IBDW as of Q1 2025.

  • Safeguard Financial held 26,184 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $543K as of Q1 2025.
  • Safeguard Financial bought 3,128 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2025, an estimated $64.2K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.12% of Safeguard Financial's portfolio in Q1 2025, its #64 holding.
  • Safeguard Financial first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2024 and has held it in 5 quarters since.
  • 196 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2025.

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