MWM
Mascoma Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$10.1K | 0.07% | 84 |
|
|
2024
Q1 | $244K | Buy |
+11,028
| New | +$244K | 0.07% | 87 |
|