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Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Newman Dignan & Sheerar Inc’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$516K Hold
20,342
– – 0.1% 123
2026
Q1 		$516K Sell
20,342
-2,000
-9% -$51.1K 0.11% 119
2025
Q4 		$568K Hold
22,342
– – 0.12% 112
2025
Q3 		$570K Buy
22,342
+5,928
+36% +$151K 0.12% 112
2025
Q2 		$414K Buy
+16,414
New +$410K 0.1% 126
2025
Q1 		– Sell
-15,001
Closed -$375K – 180
2024
Q4 		$375K Buy
+15,001
New +$378K 0.1% 125

Other funds holding IBMR

CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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 IBMR Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc held its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) position steady in Q2 2026 at 20,342 shares worth $516K. The position accounts for 0.1% of the portfolio, ranked #123.

Newman Dignan & Sheerar Inc first reported a position in IBMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $570K in Q3 2025. 91 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 20,342 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $516K as of Q2 2026.
  • Newman Dignan & Sheerar Inc left its iShares iBonds Dec 2029 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.1% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #123 holding.
  • Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Newman Dignan & Sheerar Inc's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $570K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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