Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Newman Dignan & Sheerar Inc’s Portfolio IBDP Stock Details IBDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-23,296	Closed	-$585K	–	194
2024 Q2	$585K	Sell	23,296 -5,871	-20%	-$147K	0.15%	106
2024 Q1	$731K	Sell	29,167 -88,472	-75%	-$2.21M	0.2%	98
2023 Q4	$2.93M	Buy	117,639 +7,811	+7%	+$194K	0.88%	33
2023 Q3	$2.72M	Sell	109,828 -822	-0.7%	-$20.3K	0.89%	33
2023 Q2	$2.72M	Sell	110,650 -11,595	-9%	-$285K	0.84%	37
2023 Q1	$3.01M	Buy	122,245 +3,629	+3%	+$89K	0.97%	30
2022 Q4	$2.9M	Buy	118,616 +4,112	+4%	+$100K	0.96%	31
2022 Q3	$2.79K	Buy	114,504 +13,390	+13%	+$331K	0.44%	29
2022 Q2	$2.5M	Buy	+101,114	New	+$2.51M	0.85%	33

Other funds holding IBDP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Newman Dignan & Sheerar Inc's IBDP Position: Q3 2024 in Review

Newman Dignan & Sheerar Inc sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2024, closing a stake of 23,296 shares — an estimated $585K sold.

Newman Dignan & Sheerar Inc first reported a position in IBDP in Q2 2022 and held it in 9 quarters. The position peaked at $3.01M in Q1 2023. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

Newman Dignan & Sheerar Inc reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 23,296 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2024, an estimated $585K.
Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 9 quarters.
Newman Dignan & Sheerar Inc's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $3.01M in Q1 2023.
333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q3 2024, filed 12 Nov 2024.