NDSI
IBDO

Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Newman Dignan & Sheerar Inc’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-35,821
Closed -$908K – 190
2023
Q3 		$908K Sell
35,821
-2,798
-7% -$70.7K 0.3% 79
2023
Q2 		$977K Sell
38,619
-74,629
-66% -$1.88M 0.3% 79
2023
Q1 		$2.85M Sell
113,248
-498
-0.4% -$12.5K 0.92% 32
2022
Q4 		$2.85M Sell
113,746
-200
-0.2% -$4.99K 0.94% 32
2022
Q3 		$2.84K Buy
113,946
+9,636
+9% +$241K 0.45% 27
2022
Q2 		$2.62M Buy
+104,310
New +$2.62M 0.89% 30

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Newman Dignan & Sheerar Inc's IBDO Position: Q4 2023 in Review

Newman Dignan & Sheerar Inc sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 35,821 shares — an estimated $908K sold.

Newman Dignan & Sheerar Inc first reported a position in IBDO in Q2 2022 and held it in 6 quarters. The position peaked at $2.85M in Q1 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Newman Dignan & Sheerar Inc reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 35,821 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $908K.
  • Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2022 and held it in 6 quarters.
  • Newman Dignan & Sheerar Inc's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $2.85M in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q4 2023, filed 9 Feb 2024.