Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$490K	Buy	19,005 +23	+0.1%	+$592	0.09%	125
2026 Q1	$487K	Buy	18,982 +3,834	+25%	+$100K	0.1%	125
2025 Q4	$393K	Buy	+15,148	New	+$393K	0.08%	136

Other funds holding IBMT

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return