Core Insights - GPM Growth Investors sold 355,263 shares of the Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR) for an estimated value of $7.01 million, reflecting a reduction in their stake to 0.13% of their reportable AUM [2][3] ETF Overview - The Invesco BulletShares 2027 Corporate Bond ETF has an AUM of $4.42 billion and a yield of 4.26%, with a price of $19.72 as of January 29, 2026, and a 1-year total return of 6% [4][6] Investment Strategy - BSCR targets U.S. dollar-denominated investment grade corporate bonds maturing in 2027, with at least 80% of assets allocated to this maturity cohort, structured as an exchange-traded fund with a transparent index methodology [9] Market Context - The recent sale by GPM Growth Investors is interpreted as a portfolio timing adjustment rather than a negative outlook on credit, as defined-maturity bond ETFs are typically used for precise investment strategies [10][11] Performance Analysis - The ETF has seen a modest increase of just over 1% over the past year, indicating that income generation has been the primary driver of returns rather than price appreciation, allowing for the locking in of income while mitigating reinvestment risk at maturity [12]

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]