Buffington Mohr McNeal’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$5.69M	Sell	226,433 -18,735	-8%	-$470K	1.12%	30
2024 Q4	$6.14M	Sell	245,168 -71,249	-23%	-$1.78M	1.02%	33
2024 Q3	$7.94M	Sell	316,417 -169,500	-35%	-$4.23M	1.31%	29
2024 Q2	$12.1M	Sell	485,917 -30,203	-6%	-$748K	2.12%	17
2024 Q1	$12.8M	Buy	516,120 +23,684	+5%	+$587K	2.32%	14
2023 Q4	$12.2M	Buy	492,436 +77,794	+19%	+$1.91M	2.45%	11
2023 Q3	$10.1M	Buy	414,642 +5,698	+1%	+$139K	2.3%	12
2023 Q2	$9.97M	Buy	408,944 +16,702	+4%	+$409K	2.15%	15
2023 Q1	$9.62M	Buy	392,242 +57,830	+17%	+$1.41M	2.2%	14
2022 Q4	$8.13M	Buy	334,412 +111,109	+50%	+$2.69M	1.89%	18
2022 Q3	$5.39M	Buy	223,303 +64,343	+40%	+$1.59M	1.3%	27
2022 Q2	$3.93M	Buy	158,960 +149,255	+1,538%	+$3.72M	0.86%	37
2022 Q1	$245K	Sell	9,705 -5,127	-35%	-$132K	0.05%	117
2021 Q4	$392K	Buy	+14,832	New	+$394K	0.07%	112

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Buffington Mohr McNeal's IBDQ Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 7.6% in Q1 2025, selling an estimated $470K and leaving 226,433 shares worth $5.69M. The position accounts for 1.12% of the portfolio, ranked #30.

Buffington Mohr McNeal first reported a position in IBDQ in Q4 2021 and has held it in 14 quarters since. The position peaked at $12.8M in Q1 2024. 397 funds tracked by Wall St. Rank hold IBDQ as of Q1 2025.

Buffington Mohr McNeal held 226,433 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $5.69M as of Q1 2025.
Buffington Mohr McNeal sold 18,735 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2025, an estimated $470K.
iShares iBonds Dec 2025 Term Corporate ETF made up 1.12% of Buffington Mohr McNeal's portfolio in Q1 2025, its #30 holding.
Buffington Mohr McNeal first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2021 and has held it in 14 quarters since.
Buffington Mohr McNeal's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $12.8M in Q1 2024.
397 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.