MWM
Mascoma Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7K | Hold |
543
| – | – | ﹤0.01% | 294 |
|
|
2025
Q1 | $13.7K | Hold |
543
| – | – | ﹤0.01% | 297 |
|
|
2024
Q4 | $13.6K | Hold |
543
| – | – | ﹤0.01% | 317 |
|
|
2024
Q3 | $13.6K | Hold |
543
| – | – | ﹤0.01% | 301 |
|
|
2024
Q2 | $13.5K | Hold |
543
| – | – | ﹤0.01% | 304 |
|
|
2024
Q1 | $13.5K | Sell |
543
-2,185
| -80% | -$54.2K | ﹤0.01% | 291 |
|
|
2023
Q4 | $67.5K | Hold |
2,728
| – | – | 0.02% | 162 |
|
|
2023
Q3 | $66.5K | Buy |
2,728
+653
| +31% | +$15.9K | 0.02% | 156 |
|
|
2023
Q2 | $50.7K | Sell |
2,075
-974
| -32% | -$23.8K | 0.02% | 191 |
|
|
2023
Q1 | $75K | Hold |
3,049
| – | – | 0.02% | 197 |
|
|
2022
Q4 | $74.2K | Hold |
3,049
| – | – | 0.02% | 193 |
|
|
2022
Q3 | $74K | Hold |
3,049
| – | – | 0.03% | 196 |
|
|
2022
Q2 | $75K | Buy |
3,049
+1,532
| +101% | +$37.7K | 0.03% | 205 |
|
|
2022
Q1 | $38K | Hold |
1,517
| – | – | 0.01% | 301 |
|
|
2021
Q4 | $40K | Hold |
1,517
| – | – | 0.01% | 249 |
|
|
2021
Q3 | $41K | Buy |
+1,517
| New | +$41K | 0.02% | 225 |
|
|
2021
Q2 | – | Sell |
-1,517
| Closed | -$41K | – | 261 |
|
|
2021
Q1 | $41K | Buy |
+1,517
| New | +$41K | 0.02% | 228 |
|