Safeguard Financial, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Safeguard Financial, LLC

$458 Million
Q4 2024

A detailed history of Safeguard Financial, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Safeguard Financial, LLC holds 96,806 shares of IBDT stock, worth $2.41 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

96,806

Previous 68,744 40.82%

Holding current value

$2.41 Million

Previous $1.76 Million 37.32%

% of portfolio

0.53%

Previous 0.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$24.82 - $25.48 $696,498 - $715,019	28,062 Added 40.82%	96,806 $2.41 Million
Q3 2024 Oct 15, 2024	BUY	$24.62 - $25.59 $533,736 - $554,765	21,679 Added 46.06%	68,744 $1.76 Million
Q2 2024 Aug 07, 2024	BUY	$24.4 - $24.86 $629,764 - $641,636	25,810 Added 121.43%	47,065 $1.17 Million
Q1 2024 Apr 09, 2024	BUY	$24.69 - $25.14 $224,308 - $228,396	9,085 Added 74.65%	21,255 $529,000
Q4 2023 Jan 30, 2024	BUY	$23.63 - $25.1 $287,577 - $305,467	12,170 New	12,170 $305,000
Q2 2023 Aug 07, 2023	BUY	$24.43 - $25.1 $39,430 - $40,511	1,614 New	1,614 $39,000

Others Institutions Holding IBDT

# of Institutions

334

Shares Held

76.2M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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Safeguard Financial, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History