A detailed history of Safeguard Financial, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Safeguard Financial, LLC holds 15,030 shares of IBTJ stock, worth $322,092. This represents 0.07% of its overall portfolio holdings.

Number of Shares
15,030
Previous 9,148 64.3%
Holding current value
$322,092
Previous $202,000 58.42%
% of portfolio
0.07%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

BUY
$21.25 - $22.07 $124,992 - $129,815
5,882 Added 64.3%
15,030 $320,000
Q3 2024

Oct 15, 2024

BUY
$21.22 - $22.22 $194,120 - $203,268
9,148 New
9,148 $202,000

Others Institutions Holding IBTJ

About ISHARES TR IBONDS DEC 2029 TRE


  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
Track This Portfolio

Track Safeguard Financial, LLC Portfolio

Follow Safeguard Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Safeguard Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safeguard Financial, LLC with notifications on news.