SF
IBHC

Safeguard Financial’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Safeguard Financial’s Portfolio IBHC Stock Details IBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,597
Closed -$37K – 590
2023
Q2 		$37K Buy
+1,597
New +$37.7K 0.02% 190

Other funds holding IBHC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PWS
Peloton Wealth Strategists Indianapolis, Indiana $247M AUM 13.57% 1-Year Est. Return

Safeguard Financial's IBHC Position: Q3 2023 in Review

Safeguard Financial sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q3 2023, closing a stake of 1,597 shares — an estimated $37K sold.

Safeguard Financial first reported a position in IBHC in Q2 2023 and held it in 1 quarter. The position peaked at $37K in Q2 2023. 71 funds tracked by Wall St. Rank hold IBHC as of Q3 2023.

  • Safeguard Financial reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 1,597 iShares iBonds 2023 Term High Yield and Income ETF shares in Q3 2023, an estimated $37K.
  • Safeguard Financial first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $37K in Q2 2023.
  • 71 funds tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.