Core Insights - Moseley Investment Management disclosed the purchase of 136,173 additional shares of the iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for approximately $3 million, increasing its total stake to 651,411 shares [2][3][7] Investment Strategy - The acquisition of IBTI now represents 4.4% of Moseley's reportable assets under management, making it the fund's second-largest asset [3][9] - This move indicates a strategic shift towards fixed income investments, as IBTI and another term Treasury ETF (IBTG) together account for nearly 9% of total assets [9][10] ETF Performance - As of the latest market close, IBTI shares were priced at $22.44, reflecting a 1.6% increase over the past year, compared to an 18% gain for the S&P 500 [3] - The ETF offers a 12-month trailing yield of 3.9% and a 1-year total return of 3.4% [4] ETF Characteristics - IBTI focuses on U.S. Treasury securities maturing in 2028, providing predictable income and principal return at maturity [6][8] - The fund maintains a non-diversified structure with at least 90% allocation to Treasuries, designed for capital preservation and bond laddering [10][12]
Here's Why This Firm Is Loading Up on Treasury ETFs
The Motley Foolยท2025-10-28 07:24