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 |
|