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	$254K	Buy	+10,977	New	+$261K	0.04%	152

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Newman Dignan & Sheerar Inc's IBDR Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 22% in Q2 2026, selling an estimated $67.2K and leaving 9,994 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #181.

Newman Dignan & Sheerar Inc first reported a position in IBDR in Q3 2022 and has held it in 16 quarters since. The position peaked at $500K in Q3 2024. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Newman Dignan & Sheerar Inc held 9,994 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $242K as of Q2 2026.
Newman Dignan & Sheerar Inc sold 2,775 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $67.2K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.05% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #181 holding.
Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2022 and has held it in 16 quarters since.
Newman Dignan & Sheerar Inc's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $500K in Q3 2024.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.