Mascoma Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Mascoma Wealth Management’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-462	Closed	-$10.7K	–	505
2025 Q3	$10.7K	Hold	462	–	–	﹤0.01%	318
2025 Q2	$10.6K	Hold	462	–	–	﹤0.01%	317
2025 Q1	$10.6K	Sell	462 -4,650	-91%	-$105K	﹤0.01%	320
2024 Q4	$117K	Buy	5,112 +4,650	+1,006%	+$106K	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%	-$5.67K	﹤0.01%	327
2023 Q2	$16.2K	Sell	714 -435	-38%	-$10.1K	0.01%	285
2023 Q1	$26.9K	Sell	1,149 -573	-33%	-$13.2K	0.01%	305
2022 Q4	$39.1K	Hold	1,722	–	–	0.01%	261
2022 Q3	$39K	Buy	1,722 +573	+50%	+$13.6K	0.01%	263
2022 Q2	$27K	Sell	1,149 -2,388	-68%	-$57.5K	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	+$94.7K	0.04%	158
2021 Q2	–	Sell	-3,967	Closed	-$104K	–	245
2021 Q1	$104K	Sell	3,967 -3,644	-48%	-$97.4K	0.04%	148
2020 Q4	$207K	Buy	+7,611	New	+$210K	0.1%	88
2019 Q3	$3.81M	Buy	+144,598	New	+$3.78M	2.4%	11

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mascoma Wealth Management's GOVT Position: Q4 2025 in Review

Mascoma Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2025, closing a stake of 462 shares — an estimated $10.7K sold.

Mascoma Wealth Management first reported a position in GOVT in Q3 2019 and held it in 20 quarters. The position peaked at $3.81M in Q3 2019. 833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

Mascoma Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Mascoma Wealth Management sold 462 iShares US Treasury Bond ETF shares in Q4 2025, an estimated $10.7K.
Mascoma Wealth Management first reported a position in iShares US Treasury Bond ETF in Q3 2019 and held it in 20 quarters.
Mascoma Wealth Management's iShares US Treasury Bond ETF position peaked at $3.81M in Q3 2019.
833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.