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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $143K | Buy |
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|
2025
Q2 | $142K | Sell |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $261K | Sell |
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|
2024
Q3 | $481K | Sell |
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|
2024
Q2 | $623K | Sell |
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|
2024
Q1 | $970K | Sell |
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|
2023
Q4 | $2.28M | Sell |
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|
2023
Q3 | $2.94M | Sell |
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|
2023
Q2 | $3.85M | Sell |
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|
2023
Q1 | $11.5M | Sell |
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|
2022
Q4 | $13.8M | Sell |
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|
2022
Q3 | $15.6M | Buy |
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|
2022
Q2 | $15.1M | Buy |
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|
2022
Q1 | $14M | Buy |
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|
2021
Q4 | $14.5M | Sell |
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|
2021
Q3 | $15.1M | Buy |
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|
2021
Q2 | $14.9M | Buy |
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|
2021
Q1 | $13.3M | Buy |
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|
2020
Q4 | $7.42M | Buy |
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|
2019
Q3 | $5.16M | Buy |
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|
2019
Q2 | $162K | Buy |
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|
2019
Q1 | $155K | Buy |
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|
2018
Q4 | $145K | Sell |
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|
2018
Q3 | $419K | Sell |
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|
2018
Q2 | $504K | Sell |
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|
2018
Q1 | $506K | Hold |
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|
2017
Q4 | $507K | Sell |
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|
2017
Q3 | $570K | Hold |
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|
2017
Q2 | $570K | Hold |
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|
2017
Q1 | $570K | Hold |
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|
2016
Q4 | $568K | Buy |
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