Mascoma Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$247K	Hold	11,028	–	–	0.05%	83
2026 Q1	$247K	Hold	11,028	–	–	0.05%	83
2025 Q4	$248K	Sell	11,028 -456	-4%	-$10.3K	0.05%	80
2025 Q3	$259K	Hold	11,484	–	–	0.06%	83
2025 Q2	$258K	Hold	11,484	–	–	0.06%	78
2025 Q1	$257K	Hold	11,484	–	–	0.06%	80
2024 Q4	$255K	Hold	11,484	–	–	0.06%	89
2024 Q3	$260K	Hold	11,484	–	–	0.06%	84
2024 Q2	$254K	Buy	11,484 +456	+4%	+$10K	0.07%	84
2024 Q1	$244K	Buy	+11,028	New	+$245K	0.07%	87

Other funds holding IBTH

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Mascoma Wealth Management held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2026 at 11,028 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #83.

Mascoma Wealth Management first reported a position in IBTH in Q1 2024 and has held it in 10 quarters since. The position peaked at $260K in Q3 2024. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Mascoma Wealth Management held 11,028 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $247K as of Q2 2026.
Mascoma Wealth Management left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.05% of Mascoma Wealth Management's portfolio in Q2 2026, its #83 holding.
Mascoma Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Mascoma Wealth Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $260K in Q3 2024.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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