NDSI
Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Sell |
23,757
-1,198
| -5% | -$26.3K | 0.12% | 112 |
|
|
2025
Q1 | $542K | Buy |
24,955
+4,423
| +22% | +$96.1K | 0.15% | 101 |
|
|
2024
Q4 | $439K | Buy |
20,532
+1,214
| +6% | +$25.9K | 0.11% | 114 |
|
|
2024
Q3 | $418K | Buy |
19,318
+5,256
| +37% | +$114K | 0.1% | 125 |
|
|
2024
Q2 | $299K | Buy |
14,062
+759
| +6% | +$16.1K | 0.08% | 140 |
|
|
2024
Q1 | $285K | Buy |
+13,303
| New | +$285K | 0.08% | 148 |
|