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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.24M Hold
2025
Q2
$1.23M Hold
2025
Q1
$1.22M Buy
2024
Q4
$991K Hold
2024
Q3
$997K Buy
2024
Q2
$918K Hold
2024
Q1
$927K Hold
2023
Q4
$939K Buy
2023
Q3
$244K Hold
2023
Q2
$252K Hold
2023
Q1
$256K Buy
2022
Q4
$202K Buy