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

Moseley Investment Management’s Portfolio IBTI Stock Details IBTI Fund Activity
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 5.11% 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

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Moseley Investment Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 2.3% in Q1 2026, buying an estimated $356K and bringing the position to 720,119 shares worth $16M. The position accounts for 5.11% of the portfolio, ranked #3.

Moseley Investment Management first reported a position in IBTI in Q3 2023 and has held it in 11 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

  • Moseley Investment Management held 720,119 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $16M as of Q1 2026.
  • Moseley Investment Management bought 15,923 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $356K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 5.11% of Moseley Investment Management's portfolio in Q1 2026, its #3 holding.
  • Moseley Investment Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

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