SF
IBHE

Safeguard Financial’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Safeguard Financial’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,383
Closed -$77K – 285
2023
Q2 		$77K Buy
+3,383
New +$77.1K 0.04% 117

Other funds holding IBHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Safeguard Financial's IBHE Position: Q3 2023 in Review

Safeguard Financial sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q3 2023, closing a stake of 3,383 shares — an estimated $77K sold.

Safeguard Financial first reported a position in IBHE in Q2 2023 and held it in 1 quarter. The position peaked at $77K in Q2 2023. 71 funds tracked by Wall St. Rank hold IBHE as of Q3 2023.

  • Safeguard Financial reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 3,383 iShares iBonds 2025 Term High Yield and Income ETF shares in Q3 2023, an estimated $77K.
  • Safeguard Financial first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $77K in Q2 2023.
  • 71 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q3 2023.

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