Safeguard Financial, LLC Ishares Ibonds 2024 Term High Transaction History

Safeguard Financial, LLC

$305 Million
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	BUY	$22.78 - $23.08 $78,750 - $79,787	3,457 New	3,457 $79,000

Others Institutions Holding IBHD

# of Institutions

126

Shares Held

12.4M

Call Options Held

0

Put Options Held

0

Mid American Wealth Advisory Group, Inc. Kansas City, MO

1.29M
Shares

$29.8 Million
20.25% of portfolio
Arrow Financial Corp

967K
Shares

$22.4 Million
2.27% of portfolio
Bank Of America Corp Charlotte, NC

926K
Shares

$21.4 Million
0.0% of portfolio
Ae Wealth Management LLC

626K
Shares

$14.5 Million
0.18% of portfolio
Baltimore Washington Financial Advisors, Inc.

621K
Shares

$14.4 Million
0.92% of portfolio

About ISHARES IBONDS 2024 TERM HIGH

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