Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$717K	Buy	32,879 +2,031	+7%	+$44.3K	0.14%	106
2026 Q1	$675K	Sell	30,848 -1,135	-4%	-$25K	0.14%	107
2025 Q4	$706K	Buy	31,983 +3,434	+12%	+$75.9K	0.15%	105
2025 Q3	$632K	Buy	28,549 +4,792	+20%	+$105K	0.14%	110
2025 Q2	$522K	Sell	23,757 -1,198	-5%	-$25.9K	0.12%	112
2025 Q1	$542K	Buy	24,955 +4,423	+22%	+$95.1K	0.15%	101
2024 Q4	$439K	Buy	20,532 +1,214	+6%	+$26.3K	0.11%	114
2024 Q3	$418K	Buy	19,318 +5,256	+37%	+$115K	0.1%	125
2024 Q2	$299K	Buy	14,062 +759	+6%	+$16K	0.08%	140
2024 Q1	$285K	Buy	+13,303	New	+$284K	0.08%	148

Other funds holding IBDV

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Newman Dignan & Sheerar Inc increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 6.6% in Q2 2026, buying an estimated $44.3K and bringing the position to 32,879 shares worth $717K. The position accounts for 0.14% of the portfolio, ranked #106.

Newman Dignan & Sheerar Inc first reported a position in IBDV in Q1 2024 and has held it in 10 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Newman Dignan & Sheerar Inc held 32,879 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $717K as of Q2 2026.
Newman Dignan & Sheerar Inc bought 2,031 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $44.3K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.14% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #106 holding.
Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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