NDSI
Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $584K | Buy |
27,761
+9,788
| +54% | +$206K | 0.13% | 111 |
|
2025
Q1 | $373K | Buy |
17,973
+1,973
| +12% | +$40.9K | 0.1% | 120 |
|
2024
Q4 | $326K | Buy |
16,000
+1,224
| +8% | +$24.9K | 0.08% | 136 |
|
2024
Q3 | $306K | Buy |
14,776
+4,091
| +38% | +$84.7K | 0.07% | 144 |
|
2024
Q2 | $217K | Buy |
+10,685
| New | +$217K | 0.06% | 165 |
|