Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$998K	Buy	39,265 +3,000	+8%	+$76.2K	0.19%	89
2026 Q1	$923K	Hold	36,265	–	–	0.19%	90
2025 Q4	$921K	Sell	36,265 -29,688	-45%	-$753K	0.19%	95
2025 Q3	$1.68M	Sell	65,953 -3,046	-4%	-$77.5K	0.36%	59
2025 Q2	$1.75M	Sell	68,999 -1,996	-3%	-$50.3K	0.4%	59
2025 Q1	$1.79M	Hold	70,995	–	–	0.49%	51
2024 Q4	$1.78M	Hold	70,995	–	–	0.46%	55
2024 Q3	$1.79M	Buy	70,995 +702	+1%	+$17.7K	0.43%	56
2024 Q2	$1.76M	Buy	70,293 +4,996	+8%	+$125K	0.45%	54
2024 Q1	$1.64M	Hold	65,297	–	–	0.44%	59
2023 Q4	$1.66M	Buy	65,297 +31,470	+93%	+$782K	0.5%	60
2023 Q3	$828K	Hold	33,827	–	–	0.27%	86
2023 Q2	$848K	Buy	33,827 +10,020	+42%	+$252K	0.26%	87
2023 Q1	$606K	Hold	23,807	–	–	0.19%	103
2022 Q4	$597K	Buy	+23,807	New	+$589K	0.2%	103

Other funds holding IBMP

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

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

Newman Dignan & Sheerar Inc increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 8.3% in Q2 2026, buying an estimated $76.2K and bringing the position to 39,265 shares worth $998K. The position accounts for 0.19% of the portfolio, ranked #89.

Newman Dignan & Sheerar Inc first reported a position in IBMP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.79M in Q1 2025. 121 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Newman Dignan & Sheerar Inc held 39,265 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $998K as of Q2 2026.
Newman Dignan & Sheerar Inc bought 3,000 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $76.2K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.19% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #89 holding.
Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
Newman Dignan & Sheerar Inc's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.79M in Q1 2025.
121 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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