Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$242K	Sell	9,994 -2,775	-22%	-$67.2K	0.05%	181
2026 Q1	$310K	Sell	12,769 -218	-2%	-$5.28K	0.07%	161
2025 Q4	$315K	Sell	12,987 -4,698	-27%	-$114K	0.07%	156
2025 Q3	$430K	Sell	17,685 -2,896	-14%	-$70.1K	0.09%	124
2025 Q2	$499K	Buy	20,581 +972	+5%	+$23.5K	0.11%	116
2025 Q1	$475K	Sell	19,609 -1,118	-5%	-$27K	0.13%	106
2024 Q4	$499K	Buy	20,727 +7	+0%	+$169	0.13%	109
2024 Q3	$500K	Buy	20,720 +1,388	+7%	+$33.4K	0.12%	114
2024 Q2	$460K	Buy	19,332 +130	+0.7%	+$3.09K	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%	+$132K	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%	+$24.7K	0.09%	153
2022 Q3	$254	Buy	+10,977	New	+$261K	0.04%	152

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Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return