MWM
IBTE

Mascoma Wealth Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Mascoma Wealth Management’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$125K 0.05% 94
2024
Q1 		$327K Sell
13,646
-1,457
-10% -$34.8K 0.09% 74
2023
Q4 		$360K Buy
15,103
+1,373
+10% +$32.7K 0.11% 71
2023
Q3 		$327K Hold
13,730
– – 0.1% 75
2023
Q2 		$326K Buy
13,730
+8,400
+158% +$201K 0.1% 74
2023
Q1 		$128K Hold
5,330
– – 0.04% 149
2022
Q4 		$127K Buy
5,330
+2,030
+62% +$48.5K 0.04% 146
2022
Q3 		$79K Buy
+3,300
New +$80K 0.03% 188

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Mascoma Wealth Management's IBTE Position: Q4 2024 in Review

Mascoma Wealth Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 8,400 shares — an estimated $202K sold.

Mascoma Wealth Management first reported a position in IBTE in Q3 2022 and held it in 9 quarters. The position peaked at $360K in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Mascoma Wealth Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 8,400 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $202K.
  • Mascoma Wealth Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2022 and held it in 9 quarters.
  • Mascoma Wealth Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $360K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Mascoma Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.