NDSI
IBMM

Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Newman Dignan & Sheerar Inc’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-99,994
Closed -$2.6M – 195
2024
Q2 		$2.6M Sell
99,994
-16,800
-14% -$436K 0.67% 40
2024
Q1 		$3.03M Sell
116,794
-31,920
-21% -$828K 0.81% 35
2023
Q4 		$3.86M Buy
148,714
+27
+0% +$697 1.16% 22
2023
Q3 		$3.82M Sell
148,687
-532
-0.4% -$13.7K 1.25% 20
2023
Q2 		$3.84M Sell
149,219
-6,215
-4% -$160K 1.19% 21
2023
Q1 		$4.02M Sell
155,434
-993
-0.6% -$25.6K 1.29% 18
2022
Q4 		$4.03M Buy
156,427
+9,578
+7% +$246K 1.33% 16
2022
Q3 		$3.75K Buy
146,849
+31,178
+27% +$808K 0.59% 17
2022
Q2 		$3.01M Buy
+115,671
New +$2.99M 1.03% 22

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Newman Dignan & Sheerar Inc's IBMM Position: Q3 2024 in Review

Newman Dignan & Sheerar Inc sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2024, closing a stake of 99,994 shares — an estimated $2.6M sold.

Newman Dignan & Sheerar Inc first reported a position in IBMM in Q2 2022 and held it in 9 quarters. The position peaked at $4.03M in Q4 2022. 156 funds tracked by Wall St. Rank hold IBMM as of Q3 2024.

  • Newman Dignan & Sheerar Inc reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 99,994 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2024, an estimated $2.6M.
  • Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2022 and held it in 9 quarters.
  • Newman Dignan & Sheerar Inc's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $4.03M in Q4 2022.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2024.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q3 2024, filed 12 Nov 2024.