NDSI
Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
68,999
-1,996
| -3% | -$50.6K | 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% | +$800K | 0.5% | 60 |
|
|
2023
Q3 | $828K | Hold |
33,827
| – | – | 0.27% | 86 |
|
|
2023
Q2 | $848K | Buy |
33,827
+10,020
| +42% | +$251K | 0.26% | 87 |
|
|
2023
Q1 | $606K | Hold |
23,807
| – | – | 0.19% | 103 |
|
|
2022
Q4 | $597K | Buy |
+23,807
| New | +$597K | 0.2% | 103 |
|