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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

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 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. 52 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.
  • 52 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.