Moseley Investment Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.48M	Buy	96,858 +14,000	+17%	+$359K	0.79%	34
2025 Q4	$2.12M	Hold	82,858	–	–	0.66%	36
2025 Q3	$2.13M	Buy	82,858 +26,929	+48%	+$691K	0.65%	38
2025 Q2	$1.43M	Sell	55,929 -6,000	-10%	-$153K	0.49%	49
2025 Q1	$1.58M	Hold	61,929	–	–	0.62%	47
2024 Q4	$1.58M	Buy	61,929 +17,000	+38%	+$434K	0.62%	41
2024 Q3	$1.15M	Buy	+44,929	New	+$1.15M	0.46%	53

Other funds holding IBMO

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

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Moseley Investment Management increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 17% in Q1 2026, buying an estimated $359K and bringing the position to 96,858 shares worth $2.48M. The position accounts for 0.79% of the portfolio, ranked #34.

Moseley Investment Management first reported a position in IBMO in Q3 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

Moseley Investment Management held 96,858 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $2.48M as of Q1 2026.
Moseley Investment Management bought 14,000 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2026, an estimated $359K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.79% of Moseley Investment Management's portfolio in Q1 2026, its #34 holding.
Moseley Investment Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2024 and has held it in 7 quarters since.
193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

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