Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,409	Closed	-$333K	–	196
2023 Q1	$333K	Sell	13,409 -719	-5%	-$17.8K	0.11%	141
2022 Q4	$349K	Sell	14,128 -397	-3%	-$9.81K	0.12%	130
2022 Q3	$360	Sell	14,525 -4,503	-24%	-$112K	0.06%	127
2022 Q2	$474K	Buy	+19,028	New	+$476K	0.16%	117

Other funds holding IBTD

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Newman Dignan & Sheerar Inc's IBTD Position: Q2 2023 in Review

Newman Dignan & Sheerar Inc sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q2 2023, closing a stake of 13,409 shares — an estimated $333K sold.

Newman Dignan & Sheerar Inc first reported a position in IBTD in Q2 2022 and held it in 4 quarters. The position peaked at $474K in Q2 2022. 215 funds tracked by Wall St. Rank hold IBTD as of Q2 2023.

Newman Dignan & Sheerar Inc reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 13,409 iShares iBonds Dec 2023 Term Treasury ETF shares in Q2 2023, an estimated $333K.
Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2022 and held it in 4 quarters.
Newman Dignan & Sheerar Inc's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $474K in Q2 2022.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q2 2023.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2023, filed 2 Aug 2023.