Mascoma Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$9.1K | 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 | +$446K | 0.15% | 75 |
|