Newman Dignan & Sheerar, Inc. IBMO Holdings History
Newman Dignan & Sheerar, Inc.'s iShares iBonds Dec 2026 Term Muni Bond ETF Holding Summary
As of 2025-06-30, Newman Dignan & Sheerar, Inc. held 105,943.00 shares of iShares iBonds Dec 2026 Term Muni Bond ETF(IBMO), totaling $2.71 Mil. This investment constitutes 0.62% of their stock portfolio, and Newman Dignan & Sheerar, Inc. now holds 0.51% of the outstanding iShares iBonds Dec 2026 Term Muni Bond ETF(IBMO) stock.
The initial trade took place in 2022Q2. And since then Newman Dignan & Sheerar, Inc. has made 11 purchases of IBMO, at an average price of $25.32, for a total of 226,638.00 shares. In addition, there have been 2 sales at an average price of $25.53 for 120,695.00 shares. Based on historical transaction data and IBMO's current price of $25.64, Newman Dignan & Sheerar, Inc.'s estimated gain on his IBMO holdings is $59,624.14, reflecting a 1.04% gain to date.
Newman Dignan & Sheerar, Inc. IBMO ($25.64) Holding Chart
Newman Dignan & Sheerar, Inc. IBMO ($25.64) 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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