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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

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
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
TCRG
Twin Cities Retirement Group Plymouth, Minnesota $117M AUM
BI
Breachway Investments Charlestown, Rhode Island $66.4M AUM