Mascoma Wealth Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,400
| Closed | -$202K | – | 536 |
|
|
2024
Q3 | $202K | Hold |
8,400
| – | – | 0.05% | 94 |
|
|
2024
Q2 | $201K | Sell |
8,400
-5,246
| -38% | -$126K | 0.05% | 94 |
|
|
2024
Q1 | $327K | Sell |
13,646
-1,457
| -10% | -$34.9K | 0.09% | 74 |
|
|
2023
Q4 | $360K | Buy |
15,103
+1,373
| +10% | +$32.8K | 0.11% | 71 |
|
|
2023
Q3 | $327K | Hold |
13,730
| – | – | 0.1% | 75 |
|
|
2023
Q2 | $326K | Buy |
13,730
+8,400
| +158% | +$200K | 0.1% | 74 |
|
|
2023
Q1 | $128K | Hold |
5,330
| – | – | 0.04% | 149 |
|
|
2022
Q4 | $127K | Buy |
5,330
+2,030
| +62% | +$48.4K | 0.04% | 146 |
|
|
2022
Q3 | $79K | Buy |
+3,300
| New | +$79K | 0.03% | 188 |
|