Newman Dignan & Sheerar, Inc. IBDU Holdings History
Newman Dignan & Sheerar, Inc.'s iShares iBonds Dec 2029 Term Corporate ETF Holding Summary
As of 2025-06-30, Newman Dignan & Sheerar, Inc. held 164,675.00 shares of iShares iBonds Dec 2029 Term Corporate ETF(IBDU), totaling $3.84 Mil. This investment constitutes 0.88% of their stock portfolio, and Newman Dignan & Sheerar, Inc. now holds 0.14% of the outstanding iShares iBonds Dec 2029 Term Corporate ETF(IBDU) stock.
The initial trade took place in 2024Q2. And since then Newman Dignan & Sheerar, Inc. has made 4 purchases of IBDU, at an average price of $22.85, for a total of 314,524.00 shares. In addition, there have been 1 sales at an average price of $22.93 for 149,849.00 shares. Based on historical transaction data and IBDU's current price of $23.23, Newman Dignan & Sheerar, Inc.'s estimated gain on his IBDU holdings is $75,687.68, reflecting a 1.05% gain to date.
Newman Dignan & Sheerar, Inc. IBDU ($23.23) Holding Chart
Newman Dignan & Sheerar, Inc. IBDU ($23.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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