Moseley Investment Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16M	Buy	720,119 +15,923	+2%	+$356K	5.12%	3
2025 Q4	$15.7M	Buy	704,196 +52,785	+8%	+$1.18M	4.87%	3
2025 Q3	$14.6M	Buy	651,411 +136,173	+26%	+$3.04M	4.44%	2
2025 Q2	$11.5M	Buy	515,238 +79,661	+18%	+$1.77M	3.97%	4
2025 Q1	$9.69M	Buy	435,577 +55,275	+15%	+$1.22M	3.79%	5
2024 Q4	$8.33M	Buy	380,302 +15,382	+4%	+$339K	3.25%	9
2024 Q3	$8.21M	Buy	364,920 +278,269	+321%	+$6.2M	3.28%	7
2024 Q2	$1.89M	Buy	86,651 +22,586	+35%	+$490K	0.88%	29
2024 Q1	$1.41M	Buy	64,065 +23,373	+57%	+$514K	0.7%	38
2023 Q4	$904K	Buy	40,692 +8,837	+28%	+$192K	0.5%	51
2023 Q3	$686K	Buy	+31,855	New	+$694K	0.41%	61