SF
IBHF icon

Safeguard Financial’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Safeguard Financial’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,304
Closed -$75K – 283
2023
Q2 		$75K Buy
+3,304
New +$74.6K 0.04% 121

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $301M AUM 21.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Safeguard Financial's IBHF Position: Q3 2023 in Review

Safeguard Financial sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q3 2023, closing a stake of 3,304 shares — an estimated $75K sold.

Safeguard Financial first reported a position in IBHF in Q2 2023 and held it in 1 quarter. The position peaked at $75K in Q2 2023. 51 funds tracked by Wall St. Rank hold IBHF as of Q3 2023.

  • Safeguard Financial reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 3,304 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2023, an estimated $75K.
  • Safeguard Financial first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $75K in Q2 2023.
  • 51 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2023.

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