Mascoma Wealth Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,611	Closed	-$40K	–	661
2022 Q3	$40K	Hold	1,611	–	–	0.01%	257
2022 Q2	$40K	Hold	1,611	–	–	0.01%	272
2022 Q1	$40K	Hold	1,611	–	–	0.01%	296
2021 Q4	$41K	Hold	1,611	–	–	0.01%	248
2021 Q3	$41K	Buy	+1,611	New	+$40.8K	0.02%	229
2021 Q2	–	Sell	-1,611	Closed	-$41K	–	474
2021 Q1	$41K	Buy	+1,611	New	+$41.1K	0.02%	231

Other funds holding IBDN

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mascoma Wealth Management's IBDN Position: Q4 2022 in Review

Mascoma Wealth Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 1,611 shares — an estimated $40K sold.

Mascoma Wealth Management first reported a position in IBDN in Q1 2021 and held it in 6 quarters. The position peaked at $41K in Q4 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Mascoma Wealth Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Mascoma Wealth Management sold 1,611 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $40K.
Mascoma Wealth Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2021 and held it in 6 quarters.
Mascoma Wealth Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $41K in Q4 2021.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Mascoma Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.