Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$577K	Hold	22,563	–	–	0.11%	115
2026 Q1	$576K	Hold	22,563	–	–	0.12%	115
2025 Q4	$577K	Sell	22,563 -25,693	-53%	-$656K	0.12%	111
2025 Q3	$1.24M	Hold	48,256	–	–	0.27%	71
2025 Q2	$1.23M	Hold	48,256	–	–	0.28%	71
2025 Q1	$1.22M	Buy	48,256 +8,890	+23%	+$225K	0.33%	68
2024 Q4	$991K	Hold	39,366	–	–	0.25%	82
2024 Q3	$997K	Buy	39,366 +2,690	+7%	+$68.2K	0.24%	86
2024 Q2	$918K	Hold	36,676	–	–	0.24%	88
2024 Q1	$927K	Hold	36,676	–	–	0.25%	89
2023 Q4	$939K	Buy	36,676 +26,672	+267%	+$663K	0.28%	86
2023 Q3	$244K	Hold	10,004	–	–	0.08%	153
2023 Q2	$252K	Hold	10,004	–	–	0.08%	160
2023 Q1	$256K	Buy	10,004 +1,959	+24%	+$49.8K	0.08%	164
2022 Q4	$202K	Buy	+8,045	New	+$199K	0.07%	180

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Newman Dignan & Sheerar Inc held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q2 2026 at 22,563 shares worth $577K. The position accounts for 0.11% of the portfolio, ranked #115.

Newman Dignan & Sheerar Inc first reported a position in IBMQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.24M in Q3 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Newman Dignan & Sheerar Inc held 22,563 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $577K as of Q2 2026.
Newman Dignan & Sheerar Inc left its iShares iBonds Dec 2028 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.11% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #115 holding.
Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
Newman Dignan & Sheerar Inc's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.24M in Q3 2025.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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