Buffington Mohr McNeal’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.1M | Sell |
59,239
-5,588
| -9% | -$291K | 0.61% | 38 |
|
|
2024
Q4 | $3.35M | Sell |
64,827
-3,584
| -5% | -$186K | 0.56% | 40 |
|
|
2024
Q3 | $3.6M | Sell |
68,411
-6,576
| -9% | -$342K | 0.59% | 40 |
|
|
2024
Q2 | $3.84M | Sell |
74,987
-5,154
| -6% | -$263K | 0.67% | 40 |
|
|
2024
Q1 | $4.11M | Buy |
80,141
+4,639
| +6% | +$237K | 0.74% | 39 |
|
|
2023
Q4 | $3.87M | Sell |
75,502
-166,729
| -69% | -$8.37M | 0.78% | 38 |
|
|
2023
Q3 | $12.1M | Sell |
242,231
-126,775
| -34% | -$6.34M | 2.74% | 9 |
|
|
2023
Q2 | $18.5M | Sell |
369,006
-29,540
| -7% | -$1.49M | 4% | 5 |
|
|
2023
Q1 | $20.1M | Sell |
398,546
-58,017
| -13% | -$2.91M | 4.62% | 3 |
|
|
2022
Q4 | $22.7M | Sell |
456,563
-249,525
| -35% | -$12.4M | 5.29% | 2 |
|
|
2022
Q3 | $34.8M | Sell |
706,088
-115,841
| -14% | -$5.85M | 8.38% | 1 |
|
|
2022
Q2 | $41.5M | Sell |
821,929
-30,338
| -4% | -$1.54M | 9.11% | 1 |
|
|
2022
Q1 | $44.1M | Sell |
852,267
-5,792
| -0.7% | -$305K | 8.34% | 1 |
|
|
2021
Q4 | $46.2M | Buy |
858,059
+28,185
| +3% | +$1.53M | 7.91% | 1 |
|
|
2021
Q3 | $45.3M | Buy |
829,874
+59,767
| +8% | +$3.27M | 8.69% | 1 |
|
|
2021
Q2 | $42.2M | Buy |
770,107
+30,222
| +4% | +$1.66M | 8.28% | 1 |
|
|
2021
Q1 | $40.5M | Buy |
739,885
+83,006
| +13% | +$4.56M | 8.68% | 1 |
|
|
2020
Q4 | $36.2M | Buy |
656,879
+82,010
| +14% | +$4.51M | 8.43% | 1 |
|
|
2020
Q3 | $31.6M | Buy |
574,869
+61,478
| +12% | +$3.38M | 8.32% | 1 |
|
|
2020
Q2 | $28.1M | Buy |
513,391
+33,252
| +7% | +$1.79M | 7.91% | 1 |
|
|
2020
Q1 | $25.1M | Buy |
480,139
+22,080
| +5% | +$1.18M | 8.37% | 1 |
|
|
2019
Q4 | $24.6M | Buy |
458,059
+94,289
| +26% | +$5.06M | 6.95% | 1 |
|
|
2019
Q3 | $19.5M | Buy |
363,770
+75,106
| +26% | +$4.02M | 5.98% | 2 |
|
|
2019
Q2 | $15.4M | Buy |
288,664
+49,452
| +21% | +$2.61M | 4.82% | 2 |
|
|
2019
Q1 | $12.6M | Buy |
239,212
+66,309
| +38% | +$3.46M | 4.07% | 3 |
|
|
2018
Q4 | $8.93M | Sell |
172,903
-4,758
| -3% | -$245K | 3.59% | 5 |
|
|
2018
Q3 | $9.21M | Buy |
177,661
+2,853
| +2% | +$148K | 3.18% | 6 |
|
|
2018
Q2 | $9.06M | Buy |
174,808
+3,714
| +2% | +$193K | 3.4% | 6 |
|
|
2018
Q1 | $8.88M | Buy |
171,094
+310
| +0.2% | +$16.1K | 3.4% | 5 |
|
|
2017
Q4 | $8.93M | Buy |
170,784
+5,988
| +4% | +$314K | 3.42% | 5 |
|
|
2017
Q3 | $8.67M | Buy |
164,796
+19,126
| +13% | +$1.01M | 3.37% | 5 |
|
|
2017
Q2 | $7.67M | Buy |
145,670
+4,580
| +3% | +$241K | 3.03% | 6 |
|
|
2017
Q1 | $7.42M | Buy |
141,090
+8,834
| +7% | +$464K | 3.26% | 7 |
|
|
2016
Q4 | $6.94M | Buy |
132,256
+13,704
| +12% | +$721K | 2.65% | 11 |
|
|
2016
Q3 | $6.27M | Sell |
118,552
-3,068
| -3% | -$162K | 2.63% | 11 |
|
|
2016
Q2 | $6.54M | Sell |
121,620
-3,244
| -3% | -$171K | 2.88% | 8 |
|
|
2016
Q1 | $6.6M | Sell |
124,864
-3,018
| -2% | -$158K | 2.9% | 8 |
|
|
2015
Q4 | $6.69M | Sell |
127,882
-274
| -0.2% | -$14.4K | 3.58% | 7 |
|
|
2015
Q3 | $6.74M | Sell |
128,156
-1,600
| -1% | -$84.1K | 4.41% | 6 |
|
|
2015
Q2 | $6.83M | Sell |
129,756
-6,238
| -5% | -$329K | 3.8% | 9 |
|
|
2015
Q1 | $7.18M | Sell |
135,994
-3,982
| -3% | -$210K | 3.99% | 7 |
|
|
2014
Q4 | $7.36M | Sell |
139,976
-5,868
| -4% | -$309K | 4.23% | 7 |
|
|
2014
Q3 | $7.68M | Sell |
145,844
-11,760
| -7% | -$620K | 4.36% | 7 |
|
|
2014
Q2 | $8.33M | Sell |
157,604
-1,830
| -1% | -$96.6K | 4.61% | 6 |
|
|
2014
Q1 | $8.41M | Buy |
159,434
+11,964
| +8% | +$631K | 5.03% | 6 |
|
|
2013
Q4 | $7.78M | Sell |
147,470
-4,346
| -3% | -$229K | 4.79% | 6 |
|
|
2013
Q3 | $7.99M | Sell |
151,816
-6,188
| -4% | -$325K | 5.01% | 7 |
|
|
2013
Q2 | $8.3M | Buy |
+158,004
| New | +$8.33M | 5.52% | 6 |
|
Other funds holding IGSB
MMI
JSTA
B
Buffington Mohr McNeal's IGSB Position: Q1 2025 in Review
Buffington Mohr McNeal reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8.6% in Q1 2025, selling an estimated $291K and leaving 59,239 shares worth $3.1M. The position accounts for 0.61% of the portfolio, ranked #38.
Buffington Mohr McNeal first reported a position in IGSB in Q2 2013 and has held it in 48 quarters since. The position peaked at $46.2M in Q4 2021. 943 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.
- Buffington Mohr McNeal held 59,239 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.1M as of Q1 2025.
- Buffington Mohr McNeal sold 5,588 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $291K.
- iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.61% of Buffington Mohr McNeal's portfolio in Q1 2025, its #38 holding.
- Buffington Mohr McNeal first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 48 quarters since.
- Buffington Mohr McNeal's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $46.2M in Q4 2021.
- 943 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.
Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.