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Ishares Tr ibonds dec 29 shares owned by Newman Dignan & Sheerar

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by Newman Dignan & Sheerar from 13F filings

Historical chart of Newman Dignan & Sheerar investment in Ishares Tr ibonds dec 29

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 29 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 ibonds dec 29 by Newman Dignan & Sheerar

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 143k 23.07
2024-06-30 $3.1M 138k 22.67

More positions owned by Newman Dignan & Sheerar

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)
Apple (AAPL)
VictoryShares Core Intermediate Bond ETF Etf (UITB)
Microsoft Corporation (MSFT)
ETFS Phys. Swiss Gold Shares Etf (SGOL)
NVIDIA Corporation (NVDA)
Alphabet Inc Class A cs (GOOGL)
Dimensional Emerg Core Equity Mkt ETF Etf (DFAE)
Schwab Dow Jones US Mid-Cap ETF Etf (SCHM)
Vanguard Tax-Exempt Bond ETF Etf (VTEB)
Schwab Dow Jones US Large Growth ETF Etf (SCHG)
Vanguard S&P 500 ETF Etf (VOO)
Proshares S&P 500 Div Aristocrats Etf (NOBL)

View all positions for Newman Dignan & Sheerar

Top funds holding Ishares Tr ibonds dec 29

Capital Advisors
Aptus Capital Advisors
Morgan Stanley
Bank of America Corporation
Capital Investment Advisors
Envestnet Asset Management
Royal Bank of Canada
Woodmont Investment Counsel
Raymond James Financial Services Advisors
Venture Visionary Partners
HighTower Advisors
Klingman & Associates
Wells Fargo & Company
Benjamin Edwards
LPL Financial

View all funds holding Ishares Tr ibonds dec 29