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Ishares Tr ibonds dec 29 shares owned by Safeguard Financial

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by Safeguard Financial from 13F filings

Historical chart of Safeguard Financial investment in Ishares Tr ibonds dec 29

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 29 held by Safeguard Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec 29 by Safeguard Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 61k 22.80
2024-09-30 $1.1M 48k 23.51
2024-06-30 $725k 32k 22.67
2024-03-31 $468k 21k 22.82
2023-12-31 $234k 10k 23.07
2023-06-30 $11k 531 20.72

More positions owned by Safeguard Financial

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Ibonds Dec2026 (IBDR)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Safeguard Financial

Top funds holding Ishares Tr ibonds dec 29

Bank of America Corporation
Aptus Capital Advisors
Capital Advisors
Morgan Stanley
Ameriprise Financial
Venture Visionary Partners
Capital Investment Advisors
Envestnet Asset Management
Raymond James Financial
Mercer Global Advisors
Royal Bank of Canada
UBS Group
Woodmont Investment Counsel
Wells Fargo & Company
Sigma Investment Counselors

View all funds holding Ishares Tr ibonds dec 29