Safeguard Financial, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Safeguard Financial, LLC

$458 Million
Q4 2024

A detailed history of Safeguard Financial, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Safeguard Financial, LLC holds 130,190 shares of IBDS stock, worth $3.15 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

130,190

Previous 93,005 39.98%

Holding current value

$3.15 Million

Previous $2.27 Million 37.64%

% of portfolio

0.68%

Previous 0.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$23.88 - $24.32 $887,977 - $904,339	37,185 Added 39.98%	130,190 $3.12 Million
Q3 2024 Oct 15, 2024	BUY	$23.63 - $24.42 $757,388 - $782,709	32,052 Added 52.58%	93,005 $2.27 Million
Q2 2024 Aug 07, 2024	BUY	$23.48 - $23.77 $730,134 - $739,151	31,096 Added 104.15%	60,953 $1.45 Million
Q1 2024 Apr 09, 2024	BUY	$23.67 - $24.03 $414,011 - $420,308	17,491 Added 141.44%	29,857 $710,000
Q4 2023 Jan 30, 2024	BUY	$22.84 - $23.94 $282,439 - $296,042	12,366 New	12,366 $295,000
Q2 2023 Aug 07, 2023	BUY	$23.39 - $23.94 $79,993 - $81,874	3,420 New	3,420 $80,000

Others Institutions Holding IBDS

# of Institutions

380

Shares Held

97.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
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Safeguard Financial, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History