MWM
IBDQ

Mascoma Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Mascoma Wealth Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-543
Closed -$13.7K – 506
2025
Q3 		$13.7K Hold
543
– – ﹤0.01% 295
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% -$54.1K ﹤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% +$38.1K 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 +$40.9K 0.02% 225
2021
Q2 		– Sell
-1,517
Closed -$41K – 261
2021
Q1 		$41K Buy
+1,517
New +$41.1K 0.02% 228

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mascoma Wealth Management's IBDQ Position: Q4 2025 in Review

Mascoma Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 543 shares — an estimated $13.7K sold.

Mascoma Wealth Management first reported a position in IBDQ in Q1 2021 and held it in 18 quarters. The position peaked at $75K in Q2 2022. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Mascoma Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 543 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $13.7K.
  • Mascoma Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2021 and held it in 18 quarters.
  • Mascoma Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $75K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.