Moseley Investment Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-607,725
| Closed | -$14.2M | – | 169 |
|
|
2025
Q3 | $14.2M | Sell |
607,725
-33,368
| -5% | -$779K | 4.32% | 3 |
|
|
2025
Q2 | $15M | Sell |
641,093
-41,407
| -6% | -$966K | 5.16% | 1 |
|
|
2025
Q1 | $16M | Buy |
682,500
+2,667
| +0.4% | +$62.2K | 6.24% | 1 |
|
|
2024
Q4 | $15.9M | Buy |
679,833
+19,144
| +3% | +$447K | 6.19% | 2 |
|
|
2024
Q3 | $15.5M | Buy |
660,689
+307,709
| +87% | +$7.17M | 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% | +$634K | 3.55% | 6 |
|
|
2023
Q4 | $6.53M | Buy |
280,472
+16,843
| +6% | +$389K | 3.63% | 5 |
|
|
2023
Q3 | $6.08M | Buy |
+263,629
| New | +$6.09M | 3.64% | 5 |
|