Safeguard Financial, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Safeguard Financial, LLC
- $453 Million
- Q1 2025
A detailed history of Safeguard Financial, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Safeguard Financial, LLC holds 227,886 shares of IBDQ stock, worth $5.73 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
227,886
Previous 186,590
22.13%
Holding current value
$5.73 Million
Previous $4.67 Million
22.61%
% of portfolio
1.26%
Previous 1.02%
Shares
10 transactions
Others Institutions Holding IBDQ
# of Institutions
433Shares Held
95.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.8 Million0.29% of portfolio