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Ishares Ibonds Dec 2029 Muni Etf shares owned by Newman Dignan & Sheerar

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Muni Etf (IBMR) shares owned by Newman Dignan & Sheerar from 13F filings

Historical chart of Newman Dignan & Sheerar investment in Ishares Ibonds Dec 2029 Muni Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Muni 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 Ibonds Dec 2029 Muni Etf by Newman Dignan & Sheerar

Quarter filed Position value Share count Share price at filing
2025-09-30 $570k 22k 25.53
2025-06-30 $414k 16k 25.23
2025-03-31 $375k 15k 24.98
2024-12-31 $375k 15k 24.98

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Schwab Dow Jones US Large Cap ETF Etf (SCHX)
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Schwab Dow Jones US Div Eq ETF Etf (SCHD)
VictoryShares Core Intermediate Bond ETF Etf (UITB)
Apple (AAPL)
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Microsoft Corporation (MSFT)
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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 Ibonds Dec 2029 Muni Etf

Hartland & Co
Mercer Global Advisors
HighTower Advisors
Vishria Bird Financial Group
Us Bancorp
Wells Fargo & Company
UBS Group
Kathmere Capital Management
Spreng Capital Management
LBMC Investment Advisors
Raymond James Financial
LPL Financial
Praetorian Wealth Management
Summit Financial
CliftonLarsonAllen Wealth Advisors

View all funds holding Ishares Ibonds Dec 2029 Muni Etf