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Safeguard Financial’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Safeguard Financial’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,062
Closed -$213K – 123
2024
Q3 		$213K Buy
+8,062
New +$209K 0.05% 119

Other funds holding IBDY

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

Safeguard Financial's IBDY Position: Q4 2024 in Review

Safeguard Financial sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q4 2024, closing a stake of 8,062 shares — an estimated $213K sold.

Safeguard Financial first reported a position in IBDY in Q3 2024 and held it in 1 quarter. The position peaked at $213K in Q3 2024. 96 funds tracked by Wall St. Rank hold IBDY as of Q4 2024.

  • Safeguard Financial reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Safeguard Financial sold 8,062 iShares iBonds Dec 2033 Term Corporate ETF shares in Q4 2024, an estimated $213K.
  • Safeguard Financial first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • Safeguard Financial's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $213K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q4 2024.

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