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Safeguard Financial’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Safeguard Financial’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$220K Buy
9,910
+18
+0.2% +$396 0.05% 100
2024
Q4 		$217K Buy
+9,892
New +$218K 0.05% 110

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Safeguard Financial's IBTI Position: Q1 2025 in Review

Safeguard Financial increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.18% in Q1 2025, buying an estimated $396 and bringing the position to 9,910 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #100.

Safeguard Financial first reported a position in IBTI in Q4 2024 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold IBTI as of Q1 2025.

  • Safeguard Financial held 9,910 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $220K as of Q1 2025.
  • Safeguard Financial bought 18 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2025, an estimated $396.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.05% of Safeguard Financial's portfolio in Q1 2025, its #100 holding.
  • Safeguard Financial first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 2 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2025.

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