Safeguard Financial »

Ishares Tr shares owned by Safeguard Financial

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Safeguard Financial from 13F filings

Historical chart of Safeguard Financial investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Safeguard Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $624k 28k 22.17
2024-06-30 $290k 14k 21.26
2024-03-31 $208k 9.7k 21.40

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 Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Apple (AAPL)
Ishares Tr Ibonds Dec25 Etf (IBDQ)

View all positions for Safeguard Financial

Top funds holding Ishares Tr

Bank of America Corporation
Capital Investment Advisors
Aptus Capital Advisors
Capital Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
Morgan Stanley
Gateway Advisory
Royal Bank of Canada
Sigma Investment Counselors
Us Bancorp
HighTower Advisors
Klingman & Associates
Monumental Financial Group
Venture Visionary Partners

View all funds holding Ishares Tr