NDSI
Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.84M | Buy |
+164,675
| New | +$3.84M | 0.88% | 27 |
|
2025
Q1 | – | Sell |
-149,849
| Closed | -$3.42M | – | 178 |
|
2024
Q4 | $3.42M | Buy |
149,849
+7,147
| +5% | +$163K | 0.88% | 28 |
|
2024
Q3 | $3.29M | Buy |
142,702
+4,428
| +3% | +$102K | 0.79% | 31 |
|
2024
Q2 | $3.13M | Buy |
+138,274
| New | +$3.13M | 0.81% | 29 |
|