Buffington Mohr McNeal’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$13.8M	Buy	634,284 +9,100	+1%	+$196K	2.72%	11
2024 Q4	$13.4M	Buy	625,184 +17,577	+3%	+$380K	2.21%	19
2024 Q3	$13.5M	Buy	607,607 +14,142	+2%	+$308K	2.22%	16
2024 Q2	$12.6M	Buy	593,465 +6,256	+1%	+$132K	2.21%	14
2024 Q1	$12.6M	Buy	587,209 +60,049	+11%	+$1.28M	2.27%	15
2023 Q4	$11.4M	Buy	527,160 +292,698	+125%	+$6.05M	2.29%	13
2023 Q3	$4.78M	Buy	+234,462	New	+$4.88M	1.09%	29

Other funds holding IBDV

ACA

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Buffington Mohr McNeal increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1.5% in Q1 2025, buying an estimated $196K and bringing the position to 634,284 shares worth $13.8M. The position accounts for 2.72% of the portfolio, ranked #11.

Buffington Mohr McNeal first reported a position in IBDV in Q3 2023 and has held it in 7 quarters since. 219 funds tracked by Wall St. Rank hold IBDV as of Q1 2025.

Buffington Mohr McNeal held 634,284 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $13.8M as of Q1 2025.
Buffington Mohr McNeal bought 9,100 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2025, an estimated $196K.
iShares iBonds Dec 2030 Term Corporate ETF made up 2.72% of Buffington Mohr McNeal's portfolio in Q1 2025, its #11 holding.
Buffington Mohr McNeal first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2023 and has held it in 7 quarters since.
219 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2025.

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