NDSI
IBMS

Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Newman Dignan & Sheerar Inc’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$928K Buy
35,878
+24
+0.1% +$621 0.18% 95
2026
Q1 		$926K Buy
35,854
+16
+0% +$419 0.19% 88
2025
Q4 		$934K Buy
35,838
+4,822
+16% +$125K 0.19% 94
2025
Q3 		$809K Hold
31,016
– – 0.17% 97
2025
Q2 		$796K Buy
+31,016
New +$786K 0.18% 95

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

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

Newman Dignan & Sheerar Inc increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 0.07% in Q2 2026, buying an estimated $621 and bringing the position to 35,878 shares worth $928K. The position accounts for 0.18% of the portfolio, ranked #95.

Newman Dignan & Sheerar Inc first reported a position in IBMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $934K in Q4 2025. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 35,878 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $928K as of Q2 2026.
  • Newman Dignan & Sheerar Inc bought 24 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $621.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.18% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #95 holding.
  • Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Newman Dignan & Sheerar Inc's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $934K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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