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Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Newman Dignan & Sheerar Inc’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$296K Sell
11,544
-11,967
-51% -$307K 0.06% 166
2026
Q1 		$603K Sell
23,511
-22,128
-48% -$568K 0.13% 114
2025
Q4 		$1.17M Sell
45,639
-50,420
-52% -$1.29M 0.24% 73
2025
Q3 		$2.46M Sell
96,059
-9,884
-9% -$254K 0.53% 48
2025
Q2 		$2.71M Buy
+105,943
New +$2.7M 0.62% 43
2025
Q1 		– Sell
-118,734
Closed -$3.02M – 179
2024
Q4 		$3.02M Buy
118,734
+15
+0% +$383 0.77% 31
2024
Q3 		$3.04M Sell
118,719
-1,961
-2% -$50K 0.73% 34
2024
Q2 		$3.06M Buy
120,680
+806
+0.7% +$20.3K 0.79% 30
2024
Q1 		$3.04M Buy
119,874
+9
+0% +$229 0.81% 33
2023
Q4 		$3.06M Buy
119,865
+9,464
+9% +$238K 0.92% 31
2023
Q3 		$2.74M Buy
110,401
+1,018
+0.9% +$25.5K 0.9% 32
2023
Q2 		$2.75M Buy
109,383
+10,565
+11% +$267K 0.85% 36
2023
Q1 		$2.52M Buy
98,818
+7
+0% +$178 0.81% 35
2022
Q4 		$2.49M Buy
98,811
+22,815
+30% +$569K 0.83% 38
2022
Q3 		$1.87K Buy
75,996
+29,435
+63% +$747K 0.29% 43
2022
Q2 		$1.18M Buy
+46,561
New +$1.17M 0.4% 70

Other funds holding IBMO

RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Newman Dignan & Sheerar Inc reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 51% in Q2 2026, selling an estimated $307K and leaving 11,544 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #166.

Newman Dignan & Sheerar Inc first reported a position in IBMO in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.06M in Q4 2023. 108 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 11,544 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $296K as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 11,967 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $307K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.06% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #166 holding.
  • Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Newman Dignan & Sheerar Inc's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $3.06M in Q4 2023.
  • 108 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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