MWM
Mascoma Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
9,076
-1
| -0% | -$23 | 0.05% | 89 |
|
|
2025
Q1 | $212K | Sell |
9,077
-4,321
| -32% | -$101K | 0.05% | 93 |
|
|
2024
Q4 | $312K | Hold |
13,398
| – | – | 0.08% | 74 |
|
|
2024
Q3 | $314K | Buy |
13,398
+4,322
| +48% | +$101K | 0.08% | 76 |
|
|
2024
Q2 | $211K | Sell |
9,076
-4,970
| -35% | -$115K | 0.06% | 93 |
|
|
2024
Q1 | $326K | Sell |
14,046
-2,780
| -17% | -$64.6K | 0.09% | 75 |
|
|
2023
Q4 | $392K | Buy |
16,826
+3,508
| +26% | +$81.7K | 0.12% | 65 |
|
|
2023
Q3 | $307K | Hold |
13,318
| – | – | 0.1% | 77 |
|
|
2023
Q2 | $308K | Buy |
13,318
+8,213
| +161% | +$190K | 0.09% | 75 |
|
|
2023
Q1 | $120K | Hold |
5,105
| – | – | 0.04% | 152 |
|
|
2022
Q4 | $119K | Buy |
5,105
+880
| +21% | +$20.5K | 0.04% | 153 |
|
|
2022
Q3 | $98K | Buy |
+4,225
| New | +$98K | 0.03% | 165 |
|