Safeguard Financial’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Safeguard Financial’s Portfolio IBTF Stock Details IBTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.35M	Buy	57,810 +4,229	+8%	+$98.7K	0.3%	30
2024 Q4	$1.25M	Buy	53,581 +5,159	+11%	+$120K	0.27%	32
2024 Q3	$1.13M	Buy	48,422 +1,118	+2%	+$26K	0.27%	36
2024 Q2	$1.1M	Sell	47,304 -1,850	-4%	-$42.9K	0.31%	33
2024 Q1	$1.14M	Buy	49,154 +18,113	+58%	+$421K	0.37%	26
2023 Q4	$723K	Sell	31,041 -3,712	-11%	-$85.8K	0.27%	37
2023 Q3	$802K	Sell	34,753 -2,350	-6%	-$54.3K	0.39%	29
2023 Q2	$858K	Sell	37,103 -5,168	-12%	-$121K	0.41%	29
2023 Q1	$995K	Sell	42,271 -5,597	-12%	-$131K	0.6%	25
2022 Q4	$1.11M	Buy	47,868 +22,379	+88%	+$521K	0.8%	22
2022 Q3	$593K	Buy	25,489 +8,454	+50%	+$201K	0.55%	31
2022 Q2	$408K	Buy	+17,035	New	+$409K	0.49%	31

Other funds holding IBTF

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Safeguard Financial's IBTF Position: Q1 2025 in Review

Safeguard Financial increased its iShares iBonds Dec 2025 Term Treasury ETF (IBTF) stake by 7.9% in Q1 2025, buying an estimated $98.7K and bringing the position to 57,810 shares worth $1.35M. The position accounts for 0.3% of the portfolio, ranked #30.

Safeguard Financial first reported a position in IBTF in Q2 2022 and has held it in 12 quarters since. 298 funds tracked by Wall St. Rank hold IBTF as of Q1 2025.

Safeguard Financial held 57,810 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $1.35M as of Q1 2025.
Safeguard Financial bought 4,229 iShares iBonds Dec 2025 Term Treasury ETF shares in Q1 2025, an estimated $98.7K.
iShares iBonds Dec 2025 Term Treasury ETF made up 0.3% of Safeguard Financial's portfolio in Q1 2025, its #30 holding.
Safeguard Financial first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2022 and has held it in 12 quarters since.
298 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.