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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
Q2 		$382K Sell
15,769
-537
-3% -$13K 0.07% 144
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

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Newman Dignan & Sheerar Inc reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 3.3% in Q2 2026, selling an estimated $13K and leaving 15,769 shares worth $382K. The position accounts for 0.07% of the portfolio, ranked #144.

Newman Dignan & Sheerar Inc first reported a position in IBDS in Q4 2023 and has held it in 11 quarters since. The position peaked at $420K in Q1 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 15,769 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $382K as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 537 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $13K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.07% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #144 holding.
  • Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • Newman Dignan & Sheerar Inc's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $420K in Q1 2025.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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