Moseley Investment Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
515,238
+79,661
| +18% | +$1.78M | 3.97% | 4 |
|
|
2025
Q1 | $9.69M | Buy |
435,577
+55,275
| +15% | +$1.23M | 3.79% | 5 |
|
|
2024
Q4 | $8.33M | Buy |
380,302
+15,382
| +4% | +$337K | 3.25% | 9 |
|
|
2024
Q3 | $8.21M | Buy |
364,920
+278,269
| +321% | +$6.26M | 3.28% | 7 |
|
|
2024
Q2 | $1.89M | Buy |
86,651
+22,586
| +35% | +$493K | 0.88% | 29 |
|
|
2024
Q1 | $1.41M | Buy |
64,065
+23,373
| +57% | +$513K | 0.7% | 38 |
|
|
2023
Q4 | $904K | Buy |
40,692
+8,837
| +28% | +$196K | 0.5% | 51 |
|
|
2023
Q3 | $686K | Buy |
+31,855
| New | +$686K | 0.41% | 61 |
|