NDSI
Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
16,297
-1,086
| -6% | -$26.4K | 0.09% | 128 |
|
|
2025
Q1 | $420K | Buy |
17,383
+1,678
| +11% | +$40.6K | 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% | +$9.56K | 0.08% | 141 |
|
|
2024
Q1 | $289K | Sell |
12,147
-323
| -3% | -$7.69K | 0.08% | 147 |
|
|
2023
Q4 | $298K | Buy |
+12,470
| New | +$298K | 0.09% | 137 |
|