Safeguard Financial, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Safeguard Financial, LLC
- $458 Million
- Q4 2024
A detailed history of Safeguard Financial, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Safeguard Financial, LLC holds 165,807 shares of IBDR stock, worth $3.94 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
165,807
Previous 102,892
61.15%
Holding current value
$3.94 Million
Previous $2.44 Million
61.15%
% of portfolio
0.86%
Previous 0.58%
Shares
6 transactions
Others Institutions Holding IBDR
# of Institutions
378Shares Held
90.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio