Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-17,768	Closed	-$447K	–	185
2025 Q2	$447K	Sell	17,768 -16,086	-48%	-$404K	0.1%	124
2025 Q1	$851K	Sell	33,854 -6,064	-15%	-$152K	0.23%	84
2024 Q4	$1,000K	Sell	39,918 -3,569	-8%	-$89.4K	0.26%	79
2024 Q3	$1.09M	Sell	43,487 -12,357	-22%	-$308K	0.26%	78
2024 Q2	$1.39M	Buy	55,844 +1,393	+3%	+$34.5K	0.36%	67
2024 Q1	$1.35M	Sell	54,451 -13,701	-20%	-$339K	0.36%	73
2023 Q4	$1.69M	Buy	68,152 +22,709	+50%	+$556K	0.51%	57
2023 Q3	$1.11M	Sell	45,443 -529	-1%	-$12.9K	0.36%	72
2023 Q2	$1.12M	Sell	45,972 -2,006	-4%	-$49.1K	0.35%	73
2023 Q1	$1.18M	Buy	47,978 +1,519	+3%	+$37.1K	0.38%	73
2022 Q4	$1.13M	Buy	46,459 +3,608	+8%	+$87.4K	0.37%	76
2022 Q3	$1.03K	Buy	42,851 +21,116	+97%	+$521K	0.16%	77
2022 Q2	$537K	Buy	+21,735	New	+$541K	0.18%	109

Other funds holding IBDQ

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

HPC

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Newman Dignan & Sheerar Inc's IBDQ Position: Q3 2025 in Review

Newman Dignan & Sheerar Inc sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 17,768 shares — an estimated $447K sold.

Newman Dignan & Sheerar Inc first reported a position in IBDQ in Q2 2022 and held it in 13 quarters. The position peaked at $1.69M in Q4 2023. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

Newman Dignan & Sheerar Inc reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 17,768 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $447K.
Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2022 and held it in 13 quarters.
Newman Dignan & Sheerar Inc's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.69M in Q4 2023.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q3 2025, filed 9 Oct 2025.