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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
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% +$753K 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% +$3.03M 2.33% 12
2024
Q2
$2.75M Buy
115,299
+36,224
+46% +$863K 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% +$735K 0.65% 37
2023
Q3
$426K Buy
+18,249
New +$426K 0.25% 90