Buffington Mohr McNeal’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$264K	Sell	5,875 -30,625	-84%	-$1.37M	0.05%	96
2024 Q4	$1.62M	Buy	36,500 +2,213	+6%	+$100K	0.27%	52
2024 Q3	$1.59M	Sell	34,287 -9,227	-21%	-$421K	0.26%	54
2024 Q2	$1.93M	Buy	43,514 +1,494	+4%	+$65.9K	0.34%	47
2024 Q1	$1.88M	Buy	42,020 +4,420	+12%	+$198K	0.34%	46
2023 Q4	$1.7M	Buy	37,600 +5,125	+16%	+$220K	0.34%	48
2023 Q3	$1.38M	Buy	32,475 +8,090	+33%	+$351K	0.31%	50
2023 Q2	$1.08M	Buy	24,385 +12,055	+98%	+$534K	0.23%	63
2023 Q1	$551K	Buy	+12,330	New	+$547K	0.13%	93

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Buffington Mohr McNeal reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 84% in Q1 2025, selling an estimated $1.37M and leaving 5,875 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #96.

Buffington Mohr McNeal first reported a position in IGEB in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.93M in Q2 2024. 154 funds tracked by Wall St. Rank hold IGEB as of Q1 2025.

Buffington Mohr McNeal held 5,875 shares of iShares Investment Grade Systematic Bond ETF worth $264K as of Q1 2025.
Buffington Mohr McNeal sold 30,625 iShares Investment Grade Systematic Bond ETF shares in Q1 2025, an estimated $1.37M.
iShares Investment Grade Systematic Bond ETF made up 0.05% of Buffington Mohr McNeal's portfolio in Q1 2025, its #96 holding.
Buffington Mohr McNeal first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2023 and has held it in 9 quarters since.
Buffington Mohr McNeal's iShares Investment Grade Systematic Bond ETF position peaked at $1.93M in Q2 2024.
154 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2025.

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