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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
2025-03-31 $565k 25k 22.42
2024-12-31 $574k 26k 22.20
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)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
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)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ibonds Dec2026 (IBDR)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Safeguard Financial

Top funds holding Ishares Ibonds Dec 2027 Term T

Hm Payson & Co
Morgan Stanley
GLOBALT Investments LLC / GA
TRUE Private Wealth Advisors
Wells Fargo & Company
Envestnet Asset Management
Goss Wealth Management
LPL Financial
Colony
Raymond James Financial
Obsidian Personal Planning Solutions
Kovitz Investment Group Partners
UBS Group
Integrated Wealth Concepts
Mercer Global Advisors

View all funds holding Ishares Ibonds Dec 2027 Term T