Mascoma Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Mascoma Wealth Management’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$218K	Hold	9,544	–	–	0.04%	91
2026 Q1	$219K	Hold	9,544	–	–	0.05%	88
2025 Q4	$218K	Sell	9,544 -444	-4%	-$10.2K	0.05%	85
2025 Q3	$229K	Hold	9,988	–	–	0.05%	88
2025 Q2	$229K	Hold	9,988	–	–	0.05%	85
2025 Q1	$229K	Sell	9,988 -3,919	-28%	-$89.5K	0.06%	88
2024 Q4	$317K	Buy	13,907 +3,919	+39%	+$89.5K	0.08%	72
2024 Q3	$230K	Hold	9,988	–	–	0.06%	90
2024 Q2	$226K	Sell	9,988 -3,940	-28%	-$88.9K	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%	+$81.1K	0.09%	80
2023 Q3	$203K	Hold	9,053	–	–	0.06%	102
2023 Q2	$205K	Buy	9,053 +8,838	+4,111%	+$203K	0.06%	101
2023 Q1	$4.97K	Buy	+215	New	+$4.92K	﹤0.01%	483

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Mascoma Wealth Management's IBTG Position: Q2 2026 in Review

Mascoma Wealth Management held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 9,544 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #91.

Mascoma Wealth Management first reported a position in IBTG in Q1 2023 and has held it in 14 quarters since. The position peaked at $317K in Q4 2024. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Mascoma Wealth Management held 9,544 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $218K as of Q2 2026.
Mascoma Wealth Management left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.04% of Mascoma Wealth Management's portfolio in Q2 2026, its #91 holding.
Mascoma Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Mascoma Wealth Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $317K in Q4 2024.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.