MWM
Mascoma Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Hold |
9,988
| – | – | 0.05% | 85 |
|
|
2025
Q1 | $229K | Sell |
9,988
-3,919
| -28% | -$89.9K | 0.06% | 88 |
|
|
2024
Q4 | $317K | Buy |
13,907
+3,919
| +39% | +$89.4K | 0.08% | 72 |
|
|
2024
Q3 | $230K | Hold |
9,988
| – | – | 0.06% | 90 |
|
|
2024
Q2 | $226K | Sell |
9,988
-3,940
| -28% | -$89.3K | 0.06% | 87 |
|
|
2024
Q1 | $316K | Buy |
13,928
+1,280
| +10% | +$29.1K | 0.09% | 76 |
|
|
2023
Q4 | $289K | Buy |
12,648
+3,595
| +40% | +$82.2K | 0.09% | 80 |
|
|
2023
Q3 | $203K | Hold |
9,053
| – | – | 0.06% | 102 |
|
|
2023
Q2 | $205K | Buy |
9,053
+8,838
| +4,111% | +$200K | 0.06% | 101 |
|
|
2023
Q1 | $4.97K | Buy |
+215
| New | +$4.97K | ﹤0.01% | 483 |
|