MWM
Mascoma Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Hold |
462
| – | – | ﹤0.01% | 317 |
|
|
2025
Q1 | $10.6K | Sell |
462
-4,650
| -91% | -$107K | ﹤0.01% | 320 |
|
|
2024
Q4 | $117K | Buy |
5,112
+4,650
| +1,006% | +$107K | 0.03% | 127 |
|
|
2024
Q3 | $10.8K | Hold |
462
| – | – | ﹤0.01% | 317 |
|
|
2024
Q2 | $10.4K | Hold |
462
| – | – | ﹤0.01% | 330 |
|
|
2024
Q1 | $10.5K | Hold |
462
| – | – | ﹤0.01% | 308 |
|
|
2023
Q4 | $10.6K | Hold |
462
| – | – | ﹤0.01% | 316 |
|
|
2023
Q3 | $10.2K | Sell |
462
-252
| -35% | -$5.55K | ﹤0.01% | 327 |
|
|
2023
Q2 | $16.2K | Sell |
714
-435
| -38% | -$9.85K | 0.01% | 285 |
|
|
2023
Q1 | $26.9K | Sell |
1,149
-573
| -33% | -$13.4K | 0.01% | 305 |
|
|
2022
Q4 | $39.1K | Hold |
1,722
| – | – | 0.01% | 261 |
|
|
2022
Q3 | $39K | Buy |
1,722
+573
| +50% | +$13K | 0.01% | 263 |
|
|
2022
Q2 | $27K | Sell |
1,149
-2,388
| -68% | -$56.1K | 0.01% | 315 |
|
|
2022
Q1 | $88K | Hold |
3,537
| – | – | 0.03% | 200 |
|
|
2021
Q4 | $94K | Hold |
3,537
| – | – | 0.03% | 172 |
|
|
2021
Q3 | $94K | Buy |
+3,537
| New | +$94K | 0.04% | 158 |
|
|
2021
Q2 | – | Sell |
-3,967
| Closed | -$104K | – | 245 |
|
|
2021
Q1 | $104K | Sell |
3,967
-3,644
| -48% | -$95.5K | 0.04% | 148 |
|
|
2020
Q4 | $207K | Buy |
+7,611
| New | +$207K | 0.1% | 88 |
|
|
2019
Q3 | $3.81M | Buy |
+144,598
| New | +$3.81M | 2.4% | 11 |
|