Moseley Investment Management’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.19M	Buy	85,536 +13,700	+19%	+$352K	0.76%	37
2025 Q1	$1.82M	Buy	71,836 +28,000	+64%	+$711K	0.71%	39
2024 Q4	$1.11M	Sell	43,836 -27,353	-38%	-$694K	0.43%	55
2024 Q3	$1.84M	Buy	+71,189	New	+$1.84M	0.73%	33