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Ishares Tr ibds dec28 etf shares owned by Newman Dignan & Sheerar

Quarter-by-quarter ownership of Ishares Tr ibds dec28 etf (IBDT) shares owned by Newman Dignan & Sheerar from 13F filings

Historical chart of Newman Dignan & Sheerar investment in Ishares Tr ibds dec28 etf

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All positions including Ishares Tr ibds dec28 etf held by Newman Dignan & Sheerar consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibds dec28 etf by Newman Dignan & Sheerar

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 10k 25.52
2025-06-30 $206k 8.1k 25.42

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Schwab Dow Jones US Large Cap ETF Etf (SCHX)
Applied Finance Valuation Lg Cap ETF Etf (VSLU)
Schwab Dow Jones US Div Eq ETF Etf (SCHD)
VictoryShares Core Intermediate Bond ETF Etf (UITB)
Apple (AAPL)
ETFS Phys. Swiss Gold Shares Etf (SGOL)
Microsoft Corporation (MSFT)
Alphabet Inc Class A cs (GOOGL)
Dimensional Emerg Core Equity Mkt ETF Etf (DFAE)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Vanguard S&P 500 ETF Etf (VOO)
Schwab FTSE Developed ex-US ETF Etf (SCHF)
First Trust Preferred Sec & Inc ETF Etf (FPE)
Schwab Dow Jones US Large Growth ETF Etf (SCHG)

View all positions for Newman Dignan & Sheerar

Top funds holding Ishares Tr ibds dec28 etf

Morgan Stanley
Capital Investment Advisors
Mercer Global Advisors
Capital Advisors
Raymond James Financial
Vishria Bird Financial Group
Lido Advisors
UBS Group
Royal Bank of Canada
LPL Financial
Wells Fargo & Company
Woodmont Investment Counsel
HighTower Advisors
Hengehold Capital Management
Golub Group

View all funds holding Ishares Tr ibds dec28 etf