SF
IBTJ icon

Safeguard Financial’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Safeguard Financial’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$329K Buy
15,092
+62
+0.4% +$1.33K 0.07% 80
2024
Q4 		$321K Buy
15,030
+5,882
+64% +$127K 0.07% 85
2024
Q3 		$202K Buy
+9,148
New +$200K 0.05% 125

Other funds holding IBTJ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Safeguard Financial's IBTJ Position: Q1 2025 in Review

Safeguard Financial increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.41% in Q1 2025, buying an estimated $1.33K and bringing the position to 15,092 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #80.

Safeguard Financial first reported a position in IBTJ in Q3 2024 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold IBTJ as of Q1 2025.

  • Safeguard Financial held 15,092 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $329K as of Q1 2025.
  • Safeguard Financial bought 62 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2025, an estimated $1.33K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.07% of Safeguard Financial's portfolio in Q1 2025, its #80 holding.
  • Safeguard Financial first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2024 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2025.

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