NDSI
Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$68.1K | 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% | +$683K | 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% | +$50.2K | 0.08% | 164 |
|
|
2022
Q4 | $202K | Buy |
+8,045
| New | +$202K | 0.07% | 180 |
|