BMM
IBMS

Buffington Mohr McNeal’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Buffington Mohr McNeal’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,885
Closed -$256K – 138
2024
Q3 		$256K Buy
+9,885
New +$253K 0.04% 118

Other funds holding IBMS

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MIM
Moseley Investment Management Bradenton, Florida $314M AUM 22.17% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Buffington Mohr McNeal's IBMS Position: Q4 2024 in Review

Buffington Mohr McNeal sold out of iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q4 2024, closing a stake of 9,885 shares — an estimated $256K sold.

Buffington Mohr McNeal first reported a position in IBMS in Q3 2024 and held it in 1 quarter. The position peaked at $256K in Q3 2024. 29 funds tracked by Wall St. Rank hold IBMS as of Q4 2024.

  • Buffington Mohr McNeal reported no remaining iShares iBonds Dec 2030 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Buffington Mohr McNeal sold 9,885 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q4 2024, an estimated $256K.
  • Buffington Mohr McNeal first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • Buffington Mohr McNeal's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $256K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q4 2024.

Based on Buffington Mohr McNeal's 13F filing for Q4 2024, filed 22 Jan 2025.