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Buffington Mohr McNeal’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Buffington Mohr McNeal’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.19M Buy
46,996
+33,052
+237% +$828K 0.23% 48
2024
Q4 		$347K Buy
+13,944
New +$350K 0.06% 104

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mercer Global Advisors
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Buffington Mohr McNeal increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 237% in Q1 2025, buying an estimated $828K and bringing the position to 46,996 shares worth $1.19M. The position accounts for 0.23% of the portfolio, ranked #48.

Buffington Mohr McNeal first reported a position in IBDT in Q4 2024 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold IBDT as of Q1 2025.

  • Buffington Mohr McNeal held 46,996 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.19M as of Q1 2025.
  • Buffington Mohr McNeal bought 33,052 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2025, an estimated $828K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.23% of Buffington Mohr McNeal's portfolio in Q1 2025, its #48 holding.
  • Buffington Mohr McNeal first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2025.

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