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Ishares Ibonds Dec 2027 Term T shares owned by Safeguard Financial

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Safeguard Financial from 13F filings

Historical chart of Safeguard Financial investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 Term T held by Safeguard Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2027 Term T by Safeguard Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $459k 20k 22.64
2024-06-30 $427k 19k 22.07
2023-06-30 $47k 2.1k 21.95

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 Ibonds Dec 2027 Term T

Morgan Stanley
GLOBALT Investments LLC / GA
Bank of America Corporation
Confluence Investment Management
Goss Wealth Management
Wells Fargo & Company
Envestnet Asset Management
Integrated Wealth Concepts
Stratos Wealth Partners
Raymond James Financial Services Advisors
Journey Advisory Group
Northwestern Mutual Wealth Management Company
Vista Private Wealth Partners
Hm Payson & Co
Commonwealth Equity Services

View all funds holding Ishares Ibonds Dec 2027 Term T