Buffington Mohr McNeal’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Buffington Mohr McNeal’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-13,837	Closed	-$346K	–	124
2022 Q3	$346K	Hold	13,837	–	–	0.08%	99
2022 Q2	$346K	Sell	13,837 -4,093	-23%	-$102K	0.08%	103
2022 Q1	$449K	Sell	17,930 -2,000	-10%	-$50.2K	0.09%	96
2021 Q4	$501K	Buy	19,930 +183	+0.9%	+$4.61K	0.09%	99
2021 Q3	$500K	Sell	19,747 -2,165	-10%	-$54.9K	0.1%	94
2021 Q2	$557K	Buy	21,912 +410	+2%	+$10.4K	0.11%	92
2021 Q1	$547K	Buy	21,502 +7,852	+58%	+$200K	0.12%	91
2020 Q4	$349K	Hold	13,650	–	–	0.08%	100
2020 Q3	$350K	Buy	+13,650	New	+$350K	0.09%	95

Other funds holding IBDN

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Buffington Mohr McNeal's IBDN Position: Q4 2022 in Review

Buffington Mohr McNeal sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 13,837 shares — an estimated $346K sold.

Buffington Mohr McNeal first reported a position in IBDN in Q3 2020 and held it in 9 quarters. The position peaked at $557K in Q2 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Buffington Mohr McNeal reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Buffington Mohr McNeal sold 13,837 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $346K.
Buffington Mohr McNeal first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2020 and held it in 9 quarters.
Buffington Mohr McNeal's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $557K in Q2 2021.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Buffington Mohr McNeal's 13F filing for Q4 2022, filed 19 Jan 2023.