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Safeguard Financial’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Safeguard Financial’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,869
Closed -$279K – 122
2024
Q3 		$279K Buy
+10,869
New +$274K 0.07% 96

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Safeguard Financial's IBDX Position: Q4 2024 in Review

Safeguard Financial sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q4 2024, closing a stake of 10,869 shares — an estimated $279K sold.

Safeguard Financial first reported a position in IBDX in Q3 2024 and held it in 1 quarter. The position peaked at $279K in Q3 2024. 124 funds tracked by Wall St. Rank hold IBDX as of Q4 2024.

  • Safeguard Financial reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Safeguard Financial sold 10,869 iShares iBonds Dec 2032 Term Corporate ETF shares in Q4 2024, an estimated $279K.
  • Safeguard Financial first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • Safeguard Financial's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $279K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q4 2024.

Based on Safeguard Financial's 13F filing for Q4 2024, filed 14 Jan 2025.