Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$229K	Sell	9,077 -178	-2%	-$4.5K	0.04%	186
2026 Q1	$234K	Sell	9,255 -1,675	-15%	-$42.6K	0.05%	176
2025 Q4	$278K	Buy	10,930 +849	+8%	+$21.6K	0.06%	165
2025 Q3	$257K	Buy	10,081 +1,982	+24%	+$50.4K	0.06%	163
2025 Q2	$206K	Buy	+8,099	New	+$204K	0.05%	179

Other funds holding IBDT

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

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Newman Dignan & Sheerar Inc reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 1.9% in Q2 2026, selling an estimated $4.5K and leaving 9,077 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #186.

Newman Dignan & Sheerar Inc first reported a position in IBDT in Q2 2025 and has held it in 5 quarters since. The position peaked at $278K in Q4 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Newman Dignan & Sheerar Inc held 9,077 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $229K as of Q2 2026.
Newman Dignan & Sheerar Inc sold 178 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $4.5K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.04% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #186 holding.
Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Newman Dignan & Sheerar Inc's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $278K in Q4 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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