BMM
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Buffington Mohr McNeal’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Buffington Mohr McNeal’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$251K Hold
10,020
– – 0.05% 101
2024
Q4 		$250K Hold
10,020
– – 0.04% 121
2024
Q3 		$255K Buy
+10,020
New +$253K 0.04% 119

Other funds holding IBMR

CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Buffington Mohr McNeal held its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) position steady in Q1 2025 at 10,020 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #101.

Buffington Mohr McNeal first reported a position in IBMR in Q3 2024 and has held it in 3 quarters since. The position peaked at $255K in Q3 2024. 96 funds tracked by Wall St. Rank hold IBMR as of Q1 2025.

  • Buffington Mohr McNeal held 10,020 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $251K as of Q1 2025.
  • Buffington Mohr McNeal left its iShares iBonds Dec 2029 Term Muni Bond ETF share count unchanged in Q1 2025.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.05% of Buffington Mohr McNeal's portfolio in Q1 2025, its #101 holding.
  • Buffington Mohr McNeal first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Buffington Mohr McNeal's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $255K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2025.

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