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

Safeguard Financial, LLC

$453 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBTH

# of Institutions

268

Shares Held

55.9M

Call Options Held

0

Put Options Held

0

Hm Payson & CO Portland, ME

5.46M
Shares

$122 Million
2.19% of portfolio
Bank Of America Corp Charlotte, NC

3.47M
Shares

$77.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.46M
Shares

$77.6 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

2.88M
Shares

$64.7 Million
2.48% of portfolio
Wells Fargo & Company San Francisco, CA

2.02M
Shares

$45.4 Million
0.01% of portfolio

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
Sector ETFs
Industry ETFs

More about IBTH

Track This Portfolio

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.