SF
IBTE

Safeguard Financial’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Safeguard Financial’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-80,568
Closed -$1.93M – 136
2024
Q3 		$1.93M Buy
80,568
+446
+0.6% +$10.7K 0.46% 26
2024
Q2 		$1.92M Sell
80,122
-9,648
-11% -$231K 0.53% 22
2024
Q1 		$2.15M Buy
89,770
+17,182
+24% +$411K 0.7% 16
2023
Q4 		$1.73M Sell
72,588
-4,153
-5% -$99K 0.66% 19
2023
Q3 		$1.83M Buy
76,741
+144
+0.2% +$3.43K 0.88% 16
2023
Q2 		$1.82M Sell
76,597
-614
-0.8% -$14.7K 0.88% 17
2023
Q1 		$1.85M Sell
77,211
-4,435
-5% -$106K 1.13% 15
2022
Q4 		$1.95M Buy
81,646
+16,541
+25% +$395K 1.39% 14
2022
Q3 		$1.56M Buy
65,105
+39,775
+157% +$965K 1.44% 15
2022
Q2 		$618K Buy
+25,330
New +$620K 0.74% 27

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Safeguard Financial's IBTE Position: Q4 2024 in Review

Safeguard Financial sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 80,568 shares — an estimated $1.93M sold.

Safeguard Financial first reported a position in IBTE in Q2 2022 and held it in 10 quarters. The position peaked at $2.15M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Safeguard Financial reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Safeguard Financial sold 80,568 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.93M.
  • Safeguard Financial first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2022 and held it in 10 quarters.
  • Safeguard Financial's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $2.15M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

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