BMM
IBDP

Buffington Mohr McNeal’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Buffington Mohr McNeal’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-46,607
Closed -$1.17M – 139
2024
Q3 		$1.17M Sell
46,607
-822
-2% -$20.7K 0.19% 67
2024
Q2 		$1.19M Buy
47,429
+1,198
+3% +$30K 0.21% 58
2024
Q1 		$1.16M Sell
46,231
-1,953
-4% -$48.8K 0.21% 60
2023
Q4 		$1.2M Sell
48,184
-46,176
-49% -$1.14M 0.24% 58
2023
Q3 		$2.33M Sell
94,360
-43,147
-31% -$1.06M 0.53% 43
2023
Q2 		$3.39M Sell
137,507
-947
-0.7% -$23.3K 0.73% 36
2023
Q1 		$3.4M Buy
138,454
+23,623
+21% +$580K 0.78% 35
2022
Q4 		$2.8M Buy
114,831
+38,812
+51% +$946K 0.65% 40
2022
Q3 		$1.85M Buy
76,019
+24,644
+48% +$608K 0.45% 45
2022
Q2 		$1.27M Buy
51,375
+17,960
+54% +$447K 0.28% 59
2022
Q1 		$839K Buy
33,415
+18,513
+124% +$472K 0.16% 82
2021
Q4 		$386K Buy
+14,902
New +$388K 0.07% 113

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Buffington Mohr McNeal's IBDP Position: Q4 2024 in Review

Buffington Mohr McNeal sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 46,607 shares — an estimated $1.17M sold.

Buffington Mohr McNeal first reported a position in IBDP in Q4 2021 and held it in 12 quarters. The position peaked at $3.4M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Buffington Mohr McNeal reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Buffington Mohr McNeal sold 46,607 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.17M.
  • Buffington Mohr McNeal first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2021 and held it in 12 quarters.
  • Buffington Mohr McNeal's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $3.4M in Q1 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Buffington Mohr McNeal's 13F filing for Q4 2024, filed 22 Jan 2025.