BMM
IBMO icon

Buffington Mohr McNeal’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Buffington Mohr McNeal’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$294K Buy
11,490
+981
+9% +$25K 0.06% 90
2024
Q4 		$268K Buy
10,509
+654
+7% +$16.7K 0.04% 118
2024
Q3 		$253K Buy
+9,855
New +$251K 0.04% 120

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Buffington Mohr McNeal increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 9.3% in Q1 2025, buying an estimated $25K and bringing the position to 11,490 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #90.

Buffington Mohr McNeal first reported a position in IBMO in Q3 2024 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold IBMO as of Q1 2025.

  • Buffington Mohr McNeal held 11,490 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $294K as of Q1 2025.
  • Buffington Mohr McNeal bought 981 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2025, an estimated $25K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.06% of Buffington Mohr McNeal's portfolio in Q1 2025, its #90 holding.
  • Buffington Mohr McNeal first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2025.

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