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Safeguard Financial’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Safeguard Financial’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.09M Buy
47,532
+6,755
+17% +$154K 0.24% 34
2024
Q4 		$930K Buy
40,777
+9,576
+31% +$219K 0.2% 44
2024
Q3 		$720K Buy
31,201
+1,081
+4% +$24.7K 0.17% 50
2024
Q2 		$682K Buy
30,120
+16,805
+126% +$379K 0.19% 53
2024
Q1 		$302K Buy
+13,315
New +$303K 0.1% 68
2023
Q3 		– Sell
-5,891
Closed -$133K – 288
2023
Q2 		$133K Buy
+5,891
New +$135K 0.06% 87

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Safeguard Financial's IBTG Position: Q1 2025 in Review

Safeguard Financial increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 17% in Q1 2025, buying an estimated $154K and bringing the position to 47,532 shares worth $1.09M. The position accounts for 0.24% of the portfolio, ranked #34.

Safeguard Financial first reported a position in IBTG in Q2 2023 and has held it in 6 quarters since. 264 funds tracked by Wall St. Rank hold IBTG as of Q1 2025.

  • Safeguard Financial held 47,532 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.09M as of Q1 2025.
  • Safeguard Financial bought 6,755 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2025, an estimated $154K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.24% of Safeguard Financial's portfolio in Q1 2025, its #34 holding.
  • Safeguard Financial first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2023 and has held it in 6 quarters since.
  • 264 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2025.

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