Safeguard Financial’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.09M | Buy |
47,532
+6,755
| +17% | +$155K | 0.24% | 34 |
|
|
2024
Q4 | $930K | Buy |
40,777
+9,576
| +31% | +$218K | 0.2% | 44 |
|
|
2024
Q3 | $720K | Buy |
31,201
+1,081
| +4% | +$24.9K | 0.17% | 50 |
|
|
2024
Q2 | $682K | Buy |
30,120
+16,805
| +126% | +$381K | 0.19% | 53 |
|
|
2024
Q1 | $302K | Buy |
+13,315
| New | +$302K | 0.1% | 68 |
|
|
2023
Q3 | – | Sell |
-5,891
| Closed | -$133K | – | 288 |
|
|
2023
Q2 | $133K | Buy |
+5,891
| New | +$133K | 0.06% | 87 |
|