Moseley Investment Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Moseley Investment Management’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.4M	Buy	427,717 +16,587	+4%	+$402K	3.3%	6
2025 Q4	$9.96M	Buy	411,130 +9,123	+2%	+$221K	3.08%	10
2025 Q3	$9.77M	Buy	402,007 +73,580	+22%	+$1.78M	2.97%	11
2025 Q2	$7.96M	Buy	328,427 +42,067	+15%	+$1.02M	2.74%	11
2025 Q1	$6.93M	Buy	286,360 +31,088	+12%	+$750K	2.71%	9
2024 Q4	$6.14M	Buy	255,272 +15,404	+6%	+$371K	2.4%	12
2024 Q3	$5.83M	Buy	239,868 +124,569	+108%	+$3M	2.33%	12
2024 Q2	$2.75M	Buy	115,299 +36,224	+46%	+$860K	1.28%	18
2024 Q1	$1.89M	Buy	79,075 +30,060	+61%	+$717K	0.94%	26
2023 Q4	$1.17M	Buy	49,015 +30,766	+169%	+$722K	0.65%	37
2023 Q3	$426K	Buy	+18,249	New	+$427K	0.25%	90

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Moseley Investment Management's IBDR Position: Q1 2026 in Review

Moseley Investment Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 4% in Q1 2026, buying an estimated $402K and bringing the position to 427,717 shares worth $10.4M. The position accounts for 3.3% of the portfolio, ranked #6.

Moseley Investment Management first reported a position in IBDR in Q3 2023 and has held it in 11 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Moseley Investment Management held 427,717 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $10.4M as of Q1 2026.
Moseley Investment Management bought 16,587 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $402K.
iShares iBonds Dec 2026 Term Corporate ETF made up 3.3% of Moseley Investment Management's portfolio in Q1 2026, its #6 holding.
Moseley Investment Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.