NDSI
IBMT

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

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

Newman Dignan & Sheerar Inc increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 0.12% in Q2 2026, buying an estimated $592 and bringing the position to 19,005 shares worth $490K. The position accounts for 0.09% of the portfolio, ranked #125.

Newman Dignan & Sheerar Inc first reported a position in IBMT in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 19,005 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $490K as of Q2 2026.
  • Newman Dignan & Sheerar Inc bought 23 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $592.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.09% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #125 holding.
  • Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

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