MWM
IBTF

Mascoma Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Mascoma Wealth Management’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,076
Closed -$212K – 508
2025
Q3 		$212K Hold
9,076
– – 0.05% 92
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% +$81.1K 0.12% 65
2023
Q3 		$307K Hold
13,318
– – 0.1% 77
2023
Q2 		$308K Buy
13,318
+8,213
+161% +$192K 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 +$100K 0.03% 165

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Mascoma Wealth Management's IBTF Position: Q4 2025 in Review

Mascoma Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 9,076 shares — an estimated $212K sold.

Mascoma Wealth Management first reported a position in IBTF in Q3 2022 and held it in 13 quarters. The position peaked at $392K in Q4 2023. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Mascoma Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 9,076 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $212K.
  • Mascoma Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2022 and held it in 13 quarters.
  • Mascoma Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $392K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.