Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-49,785	Closed	-$1.27M	–	191
2023 Q3	$1.27M	Hold	49,785	–	–	0.42%	62
2023 Q2	$1.27M	Sell	49,785 -73,914	-60%	-$1.88M	0.39%	70
2023 Q1	$3.15M	Sell	123,699 -1,000	-0.8%	-$25.4K	1.01%	26
2022 Q4	$3.16M	Buy	124,699 +16	+0%	+$405	1.05%	26
2022 Q3	$3.15K	Buy	124,683 +27,087	+28%	+$688K	0.49%	23
2022 Q2	$2.49M	Buy	+97,596	New	+$2.48M	0.85%	34

Other funds holding IBML

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Newman Dignan & Sheerar Inc's IBML Position: Q4 2023 in Review

Newman Dignan & Sheerar Inc sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 49,785 shares — an estimated $1.27M sold.

Newman Dignan & Sheerar Inc first reported a position in IBML in Q2 2022 and held it in 6 quarters. The position peaked at $3.16M in Q4 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Newman Dignan & Sheerar Inc reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 49,785 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $1.27M.
Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2022 and held it in 6 quarters.
Newman Dignan & Sheerar Inc's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $3.16M in Q4 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q4 2023, filed 9 Feb 2024.