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Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Newman Dignan & Sheerar Inc’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$238K Buy
9,455
+3
+0% +$76 0.05% 184
2026
Q1 		$239K Buy
9,452
+3
+0% +$77 0.05% 175
2025
Q4 		$241K Buy
9,449
+985
+12% +$25.2K 0.05% 173
2025
Q3 		$217K Buy
+8,464
New +$215K 0.05% 175

Other funds holding IBDX

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Newman Dignan & Sheerar Inc increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 0.03% in Q2 2026, buying an estimated $76 and bringing the position to 9,455 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #184.

Newman Dignan & Sheerar Inc first reported a position in IBDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $241K in Q4 2025. 150 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 9,455 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $238K as of Q2 2026.
  • Newman Dignan & Sheerar Inc bought 3 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $76.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.05% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #184 holding.
  • Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Newman Dignan & Sheerar Inc's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $241K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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