Mascoma Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-14
Closed -$1.51K 625
2022
Q4
$1.51K Hold
14
﹤0.01% 574
2022
Q3
$2K Buy
+14
New +$1.66K ﹤0.01% 566

Other funds holding TLH

Mascoma Wealth Management's TLH Position: Q1 2023 in Review

Mascoma Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2023, closing a stake of 14 shares — an estimated $1.51K sold.

Mascoma Wealth Management first reported a position in TLH in Q3 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 373 funds tracked by Wall St. Rank hold TLH as of Q1 2023.

  • Mascoma Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 14 iShares 10-20 Year Treasury Bond ETF shares in Q1 2023, an estimated $1.51K.
  • Mascoma Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and held it in 2 quarters.
  • Mascoma Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $2K in Q3 2022.
  • 373 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2023.

Based on Mascoma Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.