MWM
IBDP

Mascoma Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Mascoma Wealth Management’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-700
Closed -$17.6K – 537
2024
Q3 		$17.6K Hold
700
– – ﹤0.01% 277
2024
Q2 		$17.6K Hold
700
– – ﹤0.01% 282
2024
Q1 		$17.5K Sell
700
-1,355
-66% -$33.8K 0.01% 272
2023
Q4 		$51.2K Hold
2,055
– – 0.02% 187
2023
Q3 		$50.8K Buy
2,055
+1,355
+194% +$33.4K 0.02% 190
2023
Q2 		$17.2K Sell
700
-1,002
-59% -$24.6K 0.01% 282
2023
Q1 		$42K Hold
1,702
– – 0.01% 252
2022
Q4 		$41.6K Hold
1,702
– – 0.01% 254
2022
Q3 		$41K Hold
1,702
– – 0.01% 249
2022
Q2 		$42K Hold
1,702
– – 0.01% 266
2022
Q1 		$43K Hold
1,702
– – 0.01% 287
2021
Q4 		$44K Hold
1,702
– – 0.02% 238
2021
Q3 		$45K Buy
+1,702
New +$44.8K 0.02% 216
2021
Q2 		– Sell
-1,702
Closed -$45K – 448
2021
Q1 		$45K Buy
+1,702
New +$45.1K 0.02% 219

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mascoma Wealth Management's IBDP Position: Q4 2024 in Review

Mascoma Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 700 shares — an estimated $17.6K sold.

Mascoma Wealth Management first reported a position in IBDP in Q1 2021 and held it in 14 quarters. The position peaked at $51.2K in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Mascoma Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 700 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $17.6K.
  • Mascoma Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2021 and held it in 14 quarters.
  • Mascoma Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $51.2K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Mascoma Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.