A detailed history of Safeguard Financial, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Safeguard Financial, LLC holds 22,697 shares of IBDW stock, worth $465,515. This represents 0.11% of its overall portfolio holdings.

Number of Shares
22,697
Previous 19,471 16.57%
Holding current value
$465,515
Previous $395,000 21.77%
% of portfolio
0.11%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$20.12 - $21.28 $64,907 - $68,649
3,226 Added 16.57%
22,697 $481,000
Q2 2024

Aug 07, 2024

BUY
$19.84 - $20.44 $73,070 - $75,280
3,683 Added 23.33%
19,471 $395,000
Q1 2024

Apr 09, 2024

BUY
$20.24 - $20.75 $319,549 - $327,601
15,788 New
15,788 $323,000

Others Institutions Holding IBDW

About ISHARES TR IBONDS DEC 2031 TER


  • Ticker IBDW
More about IBDW
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.