Moseley Investment Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.43M	Buy	355,021 +23,420	+7%	+$495K	2.37%	15
2025 Q4	$7.01M	Buy	331,601 +12,155	+4%	+$258K	2.17%	15
2025 Q3	$6.78M	Buy	319,446 +73,791	+30%	+$1.55M	2.06%	15
2025 Q2	$5.17M	Buy	245,655 +36,169	+17%	+$747K	1.78%	16
2025 Q1	$4.35M	Buy	209,486 +34,019	+19%	+$698K	1.7%	17
2024 Q4	$3.57M	Buy	175,467 +11,167	+7%	+$231K	1.39%	17
2024 Q3	$3.49M	Buy	164,300 +92,786	+130%	+$1.93M	1.39%	17
2024 Q2	$1.45M	Buy	71,514 +24,989	+54%	+$504K	0.67%	37
2024 Q1	$953K	Buy	46,525 +27,844	+149%	+$569K	0.47%	54
2023 Q4	$388K	Buy	+18,681	New	+$368K	0.22%	96

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Moseley Investment Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 7.1% in Q1 2026, buying an estimated $495K and bringing the position to 355,021 shares worth $7.43M. The position accounts for 2.37% of the portfolio, ranked #15.

Moseley Investment Management first reported a position in IBDW in Q4 2023 and has held it in 10 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Moseley Investment Management held 355,021 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $7.43M as of Q1 2026.
Moseley Investment Management bought 23,420 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $495K.
iShares iBonds Dec 2031 Term Corporate ETF made up 2.37% of Moseley Investment Management's portfolio in Q1 2026, its #15 holding.
Moseley Investment Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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