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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

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 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. 129 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.
  • 129 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.