Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12M	Buy	53,698 +4,400	+9%	+$91.8K	0.21%	80
2026 Q1	$1.03M	Buy	49,298 +1,390	+3%	+$29.4K	0.22%	81
2025 Q4	$1.01M	Buy	47,908 +6,942	+17%	+$147K	0.21%	80
2025 Q3	$869K	Buy	40,966 +13,205	+48%	+$278K	0.19%	92
2025 Q2	$584K	Buy	27,761 +9,788	+54%	+$202K	0.13%	111
2025 Q1	$373K	Buy	17,973 +1,973	+12%	+$40.5K	0.1%	120
2024 Q4	$326K	Buy	16,000 +1,224	+8%	+$25.3K	0.08%	136
2024 Q3	$306K	Buy	14,776 +4,091	+38%	+$85.3K	0.07%	144
2024 Q2	$217K	Buy	+10,685	New	+$216K	0.06%	165

Other funds holding IBDW

ACA

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

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Newman Dignan & Sheerar Inc increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 8.9% in Q2 2026, buying an estimated $91.8K and bringing the position to 53,698 shares worth $1.12M. The position accounts for 0.21% of the portfolio, ranked #80.

Newman Dignan & Sheerar Inc first reported a position in IBDW in Q2 2024 and has held it in 9 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Newman Dignan & Sheerar Inc held 53,698 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.12M as of Q2 2026.
Newman Dignan & Sheerar Inc bought 4,400 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $91.8K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.21% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #80 holding.
Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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