MIM
IBTF

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

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

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Moseley Investment Management's IBTF Position: Q4 2025 in Review

Moseley Investment Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 607,725 shares — an estimated $14.2M sold.

Moseley Investment Management first reported a position in IBTF in Q3 2023 and held it in 9 quarters. The position peaked at $16M in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Moseley Investment Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Moseley Investment Management sold 607,725 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $14.2M.
  • Moseley Investment Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2023 and held it in 9 quarters.
  • Moseley Investment Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $16M in Q1 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Moseley Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.