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Safeguard Financial’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Safeguard Financial’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$565K Sell
25,199
-662
-3% -$14.7K 0.12% 60
2024
Q4 		$574K Buy
25,861
+5,590
+28% +$125K 0.12% 60
2024
Q3 		$459K Buy
20,271
+927
+5% +$20.8K 0.11% 69
2024
Q2 		$427K Buy
+19,344
New +$425K 0.12% 64
2023
Q3 		– Sell
-2,141
Closed -$47K – 289
2023
Q2 		$47K Buy
+2,141
New +$48.2K 0.02% 161

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Safeguard Financial's IBTH Position: Q1 2025 in Review

Safeguard Financial reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 2.6% in Q1 2025, selling an estimated $14.7K and leaving 25,199 shares worth $565K. The position accounts for 0.12% of the portfolio, ranked #60.

Safeguard Financial first reported a position in IBTH in Q2 2023 and has held it in 5 quarters since. The position peaked at $574K in Q4 2024. 241 funds tracked by Wall St. Rank hold IBTH as of Q1 2025.

  • Safeguard Financial held 25,199 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $565K as of Q1 2025.
  • Safeguard Financial sold 662 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2025, an estimated $14.7K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.12% of Safeguard Financial's portfolio in Q1 2025, its #60 holding.
  • Safeguard Financial first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2023 and has held it in 5 quarters since.
  • Safeguard Financial's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $574K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2025.

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