Safeguard Financial, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Safeguard Financial, LLC

$453 Million
Q1 2025

A detailed history of Safeguard Financial, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Safeguard Financial, LLC holds 169,125 shares of IBDS stock, worth $4.1 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

169,125

Previous 130,190 29.91%

Holding current value

$4.1 Million

Previous $3.12 Million 31.04%

% of portfolio

0.9%

Previous 0.68%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$23.9 - $24.18 $930,546 - $941,448	38,935 Added 29.91%	169,125 $4.09 Million
Q4 2024 Jan 14, 2025	BUY	$23.88 - $24.32 $887,977 - $904,339	37,185 Added 39.98%	130,190 $3.12 Million
Q3 2024 Oct 15, 2024	BUY	$23.63 - $24.42 $757,388 - $782,709	32,052 Added 52.58%	93,005 $2.27 Million
Q2 2024 Aug 07, 2024	BUY	$23.48 - $23.77 $730,134 - $739,151	31,096 Added 104.15%	60,953 $1.45 Million
Q1 2024 Apr 09, 2024	BUY	$23.67 - $24.03 $414,011 - $420,308	17,491 Added 141.44%	29,857 $710,000
Q4 2023 Jan 30, 2024	BUY	$22.84 - $23.94 $282,439 - $296,042	12,366 New	12,366 $295,000
Q2 2023 Aug 07, 2023	BUY	$23.39 - $23.94 $79,993 - $81,874	3,420 New	3,420 $80,000

Others Institutions Holding IBDS

# of Institutions

411

Shares Held

106M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

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Safeguard Financial, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History