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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.96M	Sell	114,593 -5,542	-5%	-$145K	0.94%	27
2025 Q4	$3.13M	Buy	120,135 +5,464	+5%	+$142K	0.97%	25
2025 Q3	$2.99M	Buy	114,671 +29,135	+34%	+$754K	0.91%	26
2025 Q2	$2.19M	Buy	85,536 +13,700	+19%	+$347K	0.76%	37
2025 Q1	$1.82M	Buy	71,836 +28,000	+64%	+$714K	0.71%	39
2024 Q4	$1.11M	Sell	43,836 -27,353	-38%	-$699K	0.43%	55
2024 Q3	$1.84M	Buy	+71,189	New	+$1.82M	0.73%	33

Other funds holding IBMS

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

Moseley Investment Management reduced its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 4.6% in Q1 2026, selling an estimated $145K and leaving 114,593 shares worth $2.96M. The position accounts for 0.94% of the portfolio, ranked #27.

Moseley Investment Management first reported a position in IBMS in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.13M in Q4 2025. 103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

Moseley Investment Management held 114,593 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $2.96M as of Q1 2026.
Moseley Investment Management sold 5,542 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q1 2026, an estimated $145K.
iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.94% of Moseley Investment Management's portfolio in Q1 2026, its #27 holding.
Moseley Investment Management first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2024 and has held it in 7 quarters since.
Moseley Investment Management's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $3.13M in Q4 2025.
103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

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