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	3.31%	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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return