NDSI
IBMN

Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Newman Dignan & Sheerar Inc’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,280
Closed -$462K – 186
2025
Q2 		$462K Sell
17,280
-26,351
-60% -$704K 0.11% 120
2025
Q1 		$1.17M Sell
43,631
-22,585
-34% -$603K 0.32% 69
2024
Q4 		$1.76M Sell
66,216
-9,330
-12% -$248K 0.45% 56
2024
Q3 		$2.01M Sell
75,546
-39,509
-34% -$1.05M 0.48% 54
2024
Q2 		$3.05M Buy
115,055
+54
+0% +$1.43K 0.79% 31
2024
Q1 		$3.04M Sell
115,001
-24,020
-17% -$636K 0.81% 32
2023
Q4 		$3.69M Buy
139,021
+65
+0% +$1.71K 1.11% 24
2023
Q3 		$3.62M Buy
138,956
+607
+0.4% +$15.9K 1.19% 23
2023
Q2 		$3.64M Buy
138,349
+622
+0.5% +$16.4K 1.12% 23
2023
Q1 		$3.66M Buy
137,727
+1,104
+0.8% +$29.2K 1.18% 21
2022
Q4 		$3.6M Buy
136,623
+16,052
+13% +$420K 1.19% 21
2022
Q3 		$3.13K Buy
120,571
+31,351
+35% +$832K 0.49% 24
2022
Q2 		$2.38M Buy
+89,220
New +$2.36M 0.81% 36

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Newman Dignan & Sheerar Inc's IBMN Position: Q3 2025 in Review

Newman Dignan & Sheerar Inc sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2025, closing a stake of 17,280 shares — an estimated $462K sold.

Newman Dignan & Sheerar Inc first reported a position in IBMN in Q2 2022 and held it in 13 quarters. The position peaked at $3.69M in Q4 2023. 158 funds tracked by Wall St. Rank hold IBMN as of Q3 2025.

  • Newman Dignan & Sheerar Inc reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 17,280 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2025, an estimated $462K.
  • Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2022 and held it in 13 quarters.
  • Newman Dignan & Sheerar Inc's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $3.69M in Q4 2023.
  • 158 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2025.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q3 2025, filed 9 Oct 2025.