Buffington Mohr McNeal’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$14M	Buy	673,998 +12,230	+2%	+$251K	2.76%	9
2024 Q4	$13.5M	Buy	661,768 +19,245	+3%	+$398K	2.23%	18
2024 Q3	$13.6M	Buy	642,523 +24,837	+4%	+$518K	2.24%	15
2024 Q2	$12.5M	Buy	617,686 +12,065	+2%	+$243K	2.2%	15
2024 Q1	$12.4M	Buy	605,621 +62,103	+11%	+$1.27M	2.25%	16
2023 Q4	$11.3M	Buy	543,518 +306,711	+130%	+$6.04M	2.27%	14
2023 Q3	$4.59M	Buy	+236,807	New	+$4.71M	1.04%	34

Other funds holding IBDW

ACA

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

CIA

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

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

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

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

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

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

Buffington Mohr McNeal increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1.8% in Q1 2025, buying an estimated $251K and bringing the position to 673,998 shares worth $14M. The position accounts for 2.76% of the portfolio, ranked #9.

Buffington Mohr McNeal first reported a position in IBDW in Q3 2023 and has held it in 7 quarters since. 196 funds tracked by Wall St. Rank hold IBDW as of Q1 2025.

Buffington Mohr McNeal held 673,998 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $14M as of Q1 2025.
Buffington Mohr McNeal bought 12,230 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2025, an estimated $251K.
iShares iBonds Dec 2031 Term Corporate ETF made up 2.76% of Buffington Mohr McNeal's portfolio in Q1 2025, its #9 holding.
Buffington Mohr McNeal first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2023 and has held it in 7 quarters since.
196 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2025.

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