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Safeguard Financial’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Safeguard Financial’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,733
Closed -$37K – 284
2023
Q2 		$37K Buy
+1,733
New +$37.6K 0.02% 187

Other funds holding IBHG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Safeguard Financial's IBHG Position: Q3 2023 in Review

Safeguard Financial sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q3 2023, closing a stake of 1,733 shares — an estimated $37K sold.

Safeguard Financial first reported a position in IBHG in Q2 2023 and held it in 1 quarter. The position peaked at $37K in Q2 2023. 27 funds tracked by Wall St. Rank hold IBHG as of Q3 2023.

  • Safeguard Financial reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 1,733 iShares iBonds 2027 Term High Yield and Income ETF shares in Q3 2023, an estimated $37K.
  • Safeguard Financial first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $37K in Q2 2023.
  • 27 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q3 2023.

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