Mascoma Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.8M | Buy |
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|
2025
Q2 | $20.7M | Buy |
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|
2025
Q1 | $20.1M | Buy |
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|
2024
Q4 | $19.8M | Sell |
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|
2024
Q3 | $20.4M | Buy |
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|
2024
Q2 | $19M | Buy |
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|
2024
Q1 | $17.8M | Buy |
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|
2023
Q4 | $17.3M | Buy |
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|
2023
Q3 | $16.4M | Buy |
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|
2023
Q2 | $15M | Buy |
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|
2023
Q1 | $10.3M | Buy |
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|
2022
Q4 | $985K | Buy |
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|
2022
Q3 | $517K | Hold |
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|
2022
Q2 | $517K | Hold |
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|
2022
Q1 | $518K | Hold |
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|
2021
Q4 | $519K | Buy |
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|
2021
Q3 | $354K | Hold |
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|
2021
Q2 | $354K | Hold |
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|
2021
Q1 | $354K | Buy |
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