Moseley Investment Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15M Sell
641,093
-41,407
-6% -$967K 5.16% 1
2025
Q1
$16M Buy
682,500
+2,667
+0.4% +$62.3K 6.24% 1
2024
Q4
$15.9M Buy
679,833
+19,144
+3% +$446K 6.19% 2
2024
Q3
$15.5M Buy
660,689
+307,709
+87% +$7.21M 6.17% 2
2024
Q2
$8.2M Buy
352,980
+45,244
+15% +$1.05M 3.81% 6
2024
Q1
$7.15M Buy
307,736
+27,264
+10% +$633K 3.55% 6
2023
Q4
$6.53M Buy
280,472
+16,843
+6% +$392K 3.63% 5
2023
Q3
$6.08M Buy
+263,629
New +$6.08M 3.64% 5