Mascoma Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $94.1K | Buy |
1,795
+7
| +0.4% | +$367 | 0.02% | 141 |
|
|
2026
Q1 | $94K | Sell |
1,788
-261
| -13% | -$13.8K | 0.02% | 141 |
|
|
2025
Q4 | $108K | Sell |
2,049
-645
| -24% | -$34.1K | 0.02% | 123 |
|
|
2025
Q3 | $143K | Buy |
2,694
+6
| +0.2% | +$317 | 0.03% | 110 |
|
|
2025
Q2 | $142K | Sell |
2,688
-1,364
| -34% | -$71.3K | 0.03% | 108 |
|
|
2025
Q1 | $212K | Sell |
4,052
-993
| -20% | -$51.6K | 0.05% | 92 |
|
|
2024
Q4 | $261K | Sell |
5,045
-4,097
| -45% | -$213K | 0.07% | 86 |
|
|
2024
Q3 | $481K | Sell |
9,142
-3,014
| -25% | -$157K | 0.12% | 57 |
|
|
2024
Q2 | $623K | Sell |
12,156
-6,762
| -36% | -$345K | 0.17% | 47 |
|
|
2024
Q1 | $970K | Sell |
18,918
-25,451
| -57% | -$1.3M | 0.28% | 37 |
|
|
2023
Q4 | $2.28M | Sell |
44,369
-14,688
| -25% | -$738K | 0.68% | 21 |
|
|
2023
Q3 | $2.94M | Sell |
59,057
-17,621
| -23% | -$882K | 0.92% | 20 |
|
|
2023
Q2 | $3.85M | Sell |
76,678
-149,432
| -66% | -$7.53M | 1.18% | 17 |
|
|
2023
Q1 | $11.5M | Sell |
226,110
-50,454
| -18% | -$2.53M | 3.36% | 8 |
|
|
2022
Q4 | $13.8M | Sell |
276,564
-40,276
| -13% | -$1.99M | 4.37% | 5 |
|
|
2022
Q3 | $15.6M | Buy |
316,840
+17,586
| +6% | +$888K | 5.41% | 4 |
|
|
2022
Q2 | $15.1M | Buy |
299,254
+27,618
| +10% | +$1.41M | 5.17% | 4 |
|
|
2022
Q1 | $14M | Buy |
271,636
+2,479
| +0.9% | +$131K | 4.47% | 5 |
|
|
2021
Q4 | $14.5M | Sell |
269,157
-6,437
| -2% | -$349K | 5.02% | 5 |
|
|
2021
Q3 | $15.1M | Buy |
275,594
+3,181
| +1% | +$174K | 5.84% | 4 |
|
|
2021
Q2 | $14.9M | Buy |
272,413
+29,765
| +12% | +$1.63M | 6.38% | 4 |
|
|
2021
Q1 | $13.3M | Buy |
242,648
+108,198
| +80% | +$5.94M | 5.71% | 4 |
|
|
2020
Q4 | $7.42M | Buy |
+134,450
| New | +$7.39M | 3.71% | 7 |
|
|
2019
Q3 | $5.16M | Buy |
96,148
+93,120
| +3,075% | +$4.98M | 3.25% | 6 |
|
|
2019
Q2 | $162K | Buy |
3,028
+92
| +3% | +$4.86K | 0.1% | 85 |
|
|
2019
Q1 | $155K | Buy |
2,936
+132
| +5% | +$6.89K | 0.1% | 81 |
|
|
2018
Q4 | $145K | Sell |
2,804
-5,278
| -65% | -$272K | 0.11% | 76 |
|
|
2018
Q3 | $419K | Sell |
8,082
-1,634
| -17% | -$84.7K | 0.28% | 44 |
|
|
2018
Q2 | $504K | Sell |
9,716
-30
| -0.3% | -$1.55K | 0.35% | 37 |
|
|
2018
Q1 | $506K | Hold |
9,746
| – | – | 0.33% | 36 |
|
|
2017
Q4 | $507K | Sell |
9,746
-1,084
| -10% | -$56.9K | 0.31% | 36 |
|
|
2017
Q3 | $570K | Hold |
10,830
| – | – | 0.38% | 35 |
|
|
2017
Q2 | $570K | Hold |
10,830
| – | – | 0.38% | 32 |
|
|
2017
Q1 | $570K | Hold |
10,830
| – | – | 0.41% | 29 |
|
|
2016
Q4 | $568K | Buy |
+10,830
| New | +$570K | 0.42% | 32 |
|
Other funds holding IGSB
MMI
EWA
AC
B
Mascoma Wealth Management's IGSB Position: Q2 2026 in Review
Mascoma Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.39% in Q2 2026, buying an estimated $367 and bringing the position to 1,795 shares worth $94.1K. The position accounts for 0.02% of the portfolio, ranked #141.
Mascoma Wealth Management first reported a position in IGSB in Q4 2016 and has held it in 35 quarters since. The position peaked at $15.6M in Q3 2022. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.
- Mascoma Wealth Management held 1,795 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $94.1K as of Q2 2026.
- Mascoma Wealth Management bought 7 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $367.
- iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Mascoma Wealth Management's portfolio in Q2 2026, its #141 holding.
- Mascoma Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 35 quarters since.
- Mascoma Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $15.6M in Q3 2022.
- 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.