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

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return