MWM
Mascoma Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
23,772
+500
| +2% | +$41.4K | 0.46% | 28 |
|
|
2025
Q1 | $1.93M | Hold |
23,272
| – | – | 0.48% | 29 |
|
|
2024
Q4 | $1.91M | Hold |
23,272
| – | – | 0.48% | 25 |
|
|
2024
Q3 | $1.94M | Buy |
+23,272
| New | +$1.94M | 0.48% | 26 |
|
|
2017
Q2 | – | Sell |
-128
| Closed | -$11K | – | 442 |
|
|
2017
Q1 | $11K | Sell |
128
-14,611
| -99% | -$1.26M | 0.01% | 260 |
|
|
2016
Q4 | $1.25M | Buy |
+14,739
| New | +$1.25M | 0.92% | 21 |
|