NDSI
Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
+105,943
| New | +$2.71M | 0.62% | 43 |
|
|
2025
Q1 | – | Sell |
-118,734
| Closed | -$3.02M | – | 179 |
|
|
2024
Q4 | $3.02M | Buy |
118,734
+15
| +0% | +$382 | 0.77% | 31 |
|
|
2024
Q3 | $3.04M | Sell |
118,719
-1,961
| -2% | -$50.1K | 0.73% | 34 |
|
|
2024
Q2 | $3.06M | Buy |
120,680
+806
| +0.7% | +$20.4K | 0.79% | 30 |
|
|
2024
Q1 | $3.04M | Buy |
119,874
+9
| +0% | +$228 | 0.81% | 33 |
|
|
2023
Q4 | $3.06M | Buy |
119,865
+9,464
| +9% | +$241K | 0.92% | 31 |
|
|
2023
Q3 | $2.74M | Buy |
110,401
+1,018
| +0.9% | +$25.3K | 0.9% | 32 |
|
|
2023
Q2 | $2.75M | Buy |
109,383
+10,565
| +11% | +$266K | 0.85% | 36 |
|
|
2023
Q1 | $2.52M | Buy |
98,818
+7
| +0% | +$179 | 0.81% | 35 |
|
|
2022
Q4 | $2.49M | Buy |
98,811
+22,815
| +30% | +$575K | 0.83% | 38 |
|
|
2022
Q3 | $1.87K | Buy |
75,996
+29,435
| +63% | +$725 | 0.29% | 43 |
|
|
2022
Q2 | $1.18M | Buy |
+46,561
| New | +$1.18M | 0.4% | 70 |
|