Mascoma Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$33.9K | 0.01% | 272 |
|
|
2023
Q4 | $51.2K | Hold |
2,055
| – | – | 0.02% | 187 |
|
|
2023
Q3 | $50.8K | Buy |
2,055
+1,355
| +194% | +$33.5K | 0.02% | 190 |
|
|
2023
Q2 | $17.2K | Sell |
700
-1,002
| -59% | -$24.7K | 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 | +$45K | 0.02% | 216 |
|
|
2021
Q2 | – | Sell |
-1,702
| Closed | -$45K | – | 448 |
|
|
2021
Q1 | $45K | Buy |
+1,702
| New | +$45K | 0.02% | 219 |
|