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Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Newman Dignan & Sheerar Inc’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$395K Buy
16,306
+2
+0% +$49 0.08% 139
2025
Q4 		$396K Buy
16,304
+4
+0% +$97 0.08% 135
2025
Q3 		$397K Buy
16,300
+3
+0% +$73 0.09% 132
2025
Q2 		$396K Sell
16,297
-1,086
-6% -$26.2K 0.09% 128
2025
Q1 		$420K Buy
17,383
+1,678
+11% +$40.4K 0.11% 111
2024
Q4 		$376K Buy
15,705
+7
+0% +$168 0.1% 124
2024
Q3 		$378K Buy
15,698
+3,148
+25% +$75.9K 0.09% 131
2024
Q2 		$298K Buy
12,550
+403
+3% +$9.53K 0.08% 141
2024
Q1 		$289K Sell
12,147
-323
-3% -$7.69K 0.08% 147
2023
Q4 		$298K Buy
+12,470
New +$291K 0.09% 137

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