Moseley Investment Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.3M	Buy	842,161 +19,306	+2%	+$442K	6.15%	1
2025 Q4	$18.8M	Buy	822,855 +456,322	+124%	+$10.5M	5.82%	2
2025 Q3	$8.41M	Buy	366,533 +154,978	+73%	+$3.55M	2.56%	14
2025 Q2	$4.85M	Buy	211,555 +166,555	+370%	+$3.81M	1.67%	17
2025 Q1	$1.03M	Buy	45,000 +7,100	+19%	+$162K	0.4%	58
2024 Q4	$864K	Buy	37,900 +5,500	+17%	+$126K	0.34%	65
2024 Q3	$747K	Buy	+32,400	New	+$741K	0.3%	71

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Moseley Investment Management increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 2.3% in Q1 2026, buying an estimated $442K and bringing the position to 842,161 shares worth $19.3M. The position accounts for 6.15% of the portfolio, ranked #1.

Moseley Investment Management first reported a position in IBTG in Q3 2024 and has held it in 7 quarters since. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Moseley Investment Management held 842,161 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $19.3M as of Q1 2026.
Moseley Investment Management bought 19,306 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $442K.
iShares iBonds Dec 2026 Term Treasury ETF made up 6.15% of Moseley Investment Management's portfolio in Q1 2026, its #1 holding.
Moseley Investment Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

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