Moseley Investment Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$319K	Buy	12,600 +591	+5%	+$15K	0.1%	112
2025 Q4	$306K	Buy	12,009 +784	+7%	+$20K	0.09%	120
2025 Q3	$286K	Buy	11,225 +1	+0%	+$25	0.09%	132
2025 Q2	$285K	Buy	+11,224	New	+$283K	0.1%	126

Other funds holding IBDT

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

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Moseley Investment Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 4.9% in Q1 2026, buying an estimated $15K and bringing the position to 12,600 shares worth $319K. The position accounts for 0.1% of the portfolio, ranked #112.

Moseley Investment Management first reported a position in IBDT in Q2 2025 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

Moseley Investment Management held 12,600 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $319K as of Q1 2026.
Moseley Investment Management bought 591 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2026, an estimated $15K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.1% of Moseley Investment Management's portfolio in Q1 2026, its #112 holding.
Moseley Investment Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

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