Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.32M	Buy	186,679 +4,122	+2%	+$95.5K	0.83%	34
2026 Q1	$4.25M	Buy	182,557 +68	+0%	+$1.59K	0.89%	28
2025 Q4	$4.27M	Buy	182,489 +7,545	+4%	+$177K	0.89%	28
2025 Q3	$4.11M	Buy	174,944 +10,269	+6%	+$240K	0.89%	27
2025 Q2	$3.84M	Buy	+164,675	New	+$3.8M	0.88%	27
2025 Q1	–	Sell	-149,849	Closed	-$3.42M	–	178
2024 Q4	$3.42M	Buy	149,849 +7,147	+5%	+$165K	0.88%	28
2024 Q3	$3.29M	Buy	142,702 +4,428	+3%	+$103K	0.79%	31
2024 Q2	$3.13M	Buy	+138,274	New	+$3.12M	0.81%	29

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

Newman Dignan & Sheerar Inc increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2.3% in Q2 2026, buying an estimated $95.5K and bringing the position to 186,679 shares worth $4.32M. The position accounts for 0.83% of the portfolio, ranked #34.

Newman Dignan & Sheerar Inc first reported a position in IBDU in Q2 2024 and has held it in 8 quarters since. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Newman Dignan & Sheerar Inc held 186,679 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.32M as of Q2 2026.
Newman Dignan & Sheerar Inc bought 4,122 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $95.5K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.83% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #34 holding.
Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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