NDSI
Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $499K | Buy |
20,581
+972
| +5% | +$23.6K | 0.11% | 116 |
|
2025
Q1 | $475K | Sell |
19,609
-1,118
| -5% | -$27.1K | 0.13% | 106 |
|
2024
Q4 | $499K | Buy |
20,727
+7
| +0% | +$168 | 0.13% | 109 |
|
2024
Q3 | $500K | Buy |
20,720
+1,388
| +7% | +$33.5K | 0.12% | 114 |
|
2024
Q2 | $460K | Buy |
19,332
+130
| +0.7% | +$3.1K | 0.12% | 118 |
|
2024
Q1 | $458K | Buy |
19,202
+1,540
| +9% | +$36.7K | 0.12% | 121 |
|
2023
Q4 | $422K | Buy |
17,662
+5,623
| +47% | +$134K | 0.13% | 118 |
|
2023
Q3 | $281K | Hold |
12,039
| – | – | 0.09% | 138 |
|
2023
Q2 | $283K | Hold |
12,039
| – | – | 0.09% | 147 |
|
2023
Q1 | $286K | Hold |
12,039
| – | – | 0.09% | 151 |
|
2022
Q4 | $281K | Buy |
12,039
+1,062
| +10% | +$24.8K | 0.09% | 153 |
|
2022
Q3 | $254 | Buy |
+10,977
| New | +$254 | 0.04% | 152 |
|