MWM
IBDO

Mascoma Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Mascoma Wealth Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,482
Closed -$62.9K – 511
2023
Q3 		$62.9K Hold
2,482
– – 0.02% 163
2023
Q2 		$62.7K Sell
2,482
-1,011
-29% -$25.5K 0.02% 173
2023
Q1 		$88.1K Hold
3,493
– – 0.03% 178
2022
Q4 		$87.4K Buy
3,493
+1,740
+99% +$43.4K 0.03% 174
2022
Q3 		$44K Hold
1,753
– – 0.02% 240
2022
Q2 		$44K Hold
1,753
– – 0.02% 256
2022
Q1 		$44K Hold
1,753
– – 0.01% 279
2021
Q4 		$45K Hold
1,753
– – 0.02% 235
2021
Q3 		$46K Buy
+1,753
New +$45.6K 0.02% 213
2021
Q2 		– Sell
-1,753
Closed -$46K – 454
2021
Q1 		$46K Buy
+1,753
New +$45.9K 0.02% 215

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.01B AUM 14.39% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mascoma Wealth Management's IBDO Position: Q4 2023 in Review

Mascoma Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 2,482 shares — an estimated $62.9K sold.

Mascoma Wealth Management first reported a position in IBDO in Q1 2021 and held it in 10 quarters. The position peaked at $88.1K in Q1 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Mascoma Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 2,482 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $62.9K.
  • Mascoma Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2021 and held it in 10 quarters.
  • Mascoma Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $88.1K in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Mascoma Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.