Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-14,195	Closed	-$338K	–	189
2023 Q3	$338K	Sell	14,195 -67	-0.5%	-$1.59K	0.11%	127
2023 Q2	$339K	Buy	14,262 +199	+1%	+$4.75K	0.1%	134
2023 Q1	$338K	Sell	14,063 -323	-2%	-$7.72K	0.11%	140
2022 Q4	$343K	Buy	14,386 +197	+1%	+$4.7K	0.11%	136
2022 Q3	$340	Sell	14,189 -4,095	-22%	-$99.3K	0.05%	129
2022 Q2	$447K	Buy	+18,284	New	+$448K	0.15%	120

Other funds holding IBTE

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

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

CWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Newman Dignan & Sheerar Inc's IBTE Position: Q4 2023 in Review

Newman Dignan & Sheerar Inc sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2023, closing a stake of 14,195 shares — an estimated $338K sold.

Newman Dignan & Sheerar Inc first reported a position in IBTE in Q2 2022 and held it in 6 quarters. The position peaked at $447K in Q2 2022. 277 funds tracked by Wall St. Rank hold IBTE as of Q4 2023.

Newman Dignan & Sheerar Inc reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 14,195 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2023, an estimated $338K.
Newman Dignan & Sheerar Inc first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2022 and held it in 6 quarters.
Newman Dignan & Sheerar Inc's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $447K in Q2 2022.
277 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2023.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q4 2023, filed 9 Feb 2024.