Moseley Investment Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.17M | Buy |
245,655
+36,169
| +17% | +$761K | 1.78% | 16 |
|
|
2025
Q1 | $4.35M | Buy |
209,486
+34,019
| +19% | +$706K | 1.7% | 17 |
|
|
2024
Q4 | $3.57M | Buy |
175,467
+11,167
| +7% | +$227K | 1.39% | 17 |
|
|
2024
Q3 | $3.49M | Buy |
164,300
+92,786
| +130% | +$1.97M | 1.39% | 17 |
|
|
2024
Q2 | $1.45M | Buy |
71,514
+24,989
| +54% | +$507K | 0.67% | 37 |
|
|
2024
Q1 | $953K | Buy |
46,525
+27,844
| +149% | +$571K | 0.47% | 54 |
|
|
2023
Q4 | $388K | Buy |
+18,681
| New | +$388K | 0.22% | 96 |
|