BMM
IBDO

Buffington Mohr McNeal’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Buffington Mohr McNeal’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-25,525
Closed -$647K – 133
2023
Q3 		$647K Sell
25,525
-1,765
-6% -$44.6K 0.15% 83
2023
Q2 		$690K Sell
27,290
-1,620
-6% -$40.8K 0.15% 79
2023
Q1 		$728K Buy
28,910
+160
+0.6% +$4.02K 0.17% 81
2022
Q4 		$720K Buy
28,750
+2,800
+11% +$69.9K 0.17% 83
2022
Q3 		$647K Buy
25,950
+1,955
+8% +$49K 0.16% 87
2022
Q2 		$602K Buy
23,995
+6,559
+38% +$165K 0.13% 90
2022
Q1 		$441K Sell
17,436
-5,923
-25% -$151K 0.08% 97
2021
Q4 		$600K Buy
23,359
+4,263
+22% +$110K 0.1% 95
2021
Q3 		$496K Hold
19,096
– – 0.1% 96
2021
Q2 		$498K Sell
19,096
-4,415
-19% -$115K 0.1% 96
2021
Q1 		$615K Buy
23,511
+10,291
+78% +$269K 0.13% 86
2020
Q4 		$347K Hold
13,220
– – 0.08% 101
2020
Q3 		$347K Buy
+13,220
New +$347K 0.09% 98

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Buffington Mohr McNeal's IBDO Position: Q4 2023 in Review

Buffington Mohr McNeal sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 25,525 shares — an estimated $647K sold.

Buffington Mohr McNeal first reported a position in IBDO in Q3 2020 and held it in 13 quarters. The position peaked at $728K in Q1 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Buffington Mohr McNeal reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Buffington Mohr McNeal sold 25,525 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $647K.
  • Buffington Mohr McNeal first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2020 and held it in 13 quarters.
  • Buffington Mohr McNeal's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $728K in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Buffington Mohr McNeal's 13F filing for Q4 2023, filed 30 Jan 2024.