MWM
IBTD

Mascoma Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Mascoma Wealth Management’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20,245
Closed -$502K – 512
2023
Q3 		$502K Hold
20,245
– – 0.16% 56
2023
Q2 		$501K Sell
20,245
-368
-2% -$9.11K 0.15% 57
2023
Q1 		$511K Hold
20,613
– – 0.15% 66
2022
Q4 		$509K Buy
20,613
+2,708
+15% +$66.9K 0.16% 65
2022
Q3 		$444K Hold
17,905
– – 0.15% 72
2022
Q2 		$446K Buy
+17,905
New +$448K 0.15% 75

Other funds holding IBTD

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Mascoma Wealth Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 20,245 shares — an estimated $502K sold.

Mascoma Wealth Management first reported a position in IBTD in Q2 2022 and held it in 6 quarters. The position peaked at $511K in Q1 2023. 2 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Mascoma Wealth Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 20,245 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $502K.
  • Mascoma Wealth Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2022 and held it in 6 quarters.
  • Mascoma Wealth Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $511K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

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