Buffington Mohr McNeal’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$13.8M	Sell	571,694 -24,921	-4%	-$601K	2.73%	10
2024 Q4	$14.4M	Buy	596,615 +12,032	+2%	+$290K	2.38%	14
2024 Q3	$14.2M	Buy	584,583 +18,279	+3%	+$440K	2.34%	14
2024 Q2	$13.5M	Sell	566,304 -3,402	-0.6%	-$80.8K	2.37%	12
2024 Q1	$13.6M	Buy	569,706 +25,950	+5%	+$619K	2.46%	12
2023 Q4	$13M	Sell	543,756 -20,048	-4%	-$471K	2.61%	10
2023 Q3	$13.2M	Sell	563,804 -45,544	-7%	-$1.07M	2.99%	8
2023 Q2	$14.3M	Buy	609,348 +22,154	+4%	+$523K	3.09%	8
2023 Q1	$13.9M	Buy	587,194 +89,143	+18%	+$2.1M	3.19%	8
2022 Q4	$11.6M	Buy	498,051 +347,330	+230%	+$8.06M	2.71%	8
2022 Q3	$3.48M	Buy	+150,721	New	+$3.59M	0.84%	37

Other funds holding IBDR

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

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

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

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Buffington Mohr McNeal reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 4.2% in Q1 2025, selling an estimated $601K and leaving 571,694 shares worth $13.8M. The position accounts for 2.73% of the portfolio, ranked #10.

Buffington Mohr McNeal first reported a position in IBDR in Q3 2022 and has held it in 11 quarters since. The position peaked at $14.4M in Q4 2024. 389 funds tracked by Wall St. Rank hold IBDR as of Q1 2025.

Buffington Mohr McNeal held 571,694 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $13.8M as of Q1 2025.
Buffington Mohr McNeal sold 24,921 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2025, an estimated $601K.
iShares iBonds Dec 2026 Term Corporate ETF made up 2.73% of Buffington Mohr McNeal's portfolio in Q1 2025, its #10 holding.
Buffington Mohr McNeal first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2022 and has held it in 11 quarters since.
Buffington Mohr McNeal's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $14.4M in Q4 2024.
389 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2025.

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