Safeguard Financial, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Safeguard Financial, LLC
- $453 Million
- Q1 2025
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 207,274 shares of IBDR stock, worth $4.92 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
207,274
Previous 165,807
25.01%
Holding current value
$4.92 Million
Previous $3.94 Million
25.02%
% of portfolio
1.09%
Previous 0.86%
Shares
7 transactions
Others Institutions Holding IBDR
# of Institutions
455Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
-
Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.91MShares$69.1 Million0.02% of portfolio