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Moseley Investment Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Moseley Investment Management’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$218K Hold
9,739
– – 0.07% 149
2025
Q4 		$219K Buy
9,739
+300
+3% +$6.75K 0.07% 155
2025
Q3 		$213K Hold
9,439
– – 0.06% 167
2025
Q2 		$212K Buy
+9,439
New +$211K 0.07% 155

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Moseley Investment Management held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q1 2026 at 9,739 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #149.

Moseley Investment Management first reported a position in IBTH in Q2 2025 and has held it in 4 quarters since. The position peaked at $219K in Q4 2025. 313 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

  • Moseley Investment Management held 9,739 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $218K as of Q1 2026.
  • Moseley Investment Management left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.07% of Moseley Investment Management's portfolio in Q1 2026, its #149 holding.
  • Moseley Investment Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • Moseley Investment Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $219K in Q4 2025.
  • 313 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

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