Buffington Mohr McNeal’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$3.98M	Buy	164,698 +85,538	+108%	+$2.06M	0.79%	34
2024 Q4	$1.9M	Buy	79,160 +20,039	+34%	+$482K	0.31%	47
2024 Q3	$1.44M	Buy	59,121 +20,736	+54%	+$500K	0.24%	57
2024 Q2	$911K	Buy	38,385 +20,963	+120%	+$496K	0.16%	74
2024 Q1	$415K	Buy	17,422 +5,098	+41%	+$121K	0.08%	99
2023 Q4	$295K	Buy	+12,324	New	+$288K	0.06%	110

Other funds holding IBDS

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Buffington Mohr McNeal increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 108% in Q1 2025, buying an estimated $2.06M and bringing the position to 164,698 shares worth $3.98M. The position accounts for 0.79% of the portfolio, ranked #34.

Buffington Mohr McNeal first reported a position in IBDS in Q4 2023 and has held it in 6 quarters since. 364 funds tracked by Wall St. Rank hold IBDS as of Q1 2025.

Buffington Mohr McNeal held 164,698 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $3.98M as of Q1 2025.
Buffington Mohr McNeal bought 85,538 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2025, an estimated $2.06M.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.79% of Buffington Mohr McNeal's portfolio in Q1 2025, its #34 holding.
Buffington Mohr McNeal first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 6 quarters since.
364 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2025.

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