Mascoma Wealth Management LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Mascoma Wealth Management LLC

$400 Million
Q3 2024

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 13,398 shares of IBTF stock, worth $312,709. This represents 0.08% of its overall portfolio holdings.

Number of Shares

13,398

Previous 9,076 47.62%

Holding current value

$312,709

Previous $210,000 49.05%

% of portfolio

0.08%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$23.13 - $23.43 $99,967 - $101,264	4,322 Added 47.62%	13,398 $313,000
Q2 2024 Aug 02, 2024	SELL	$23.1 - $23.22 $114,807 - $115,403	-4,970 Reduced 35.38%	9,076 $210,000
Q1 2024 May 02, 2024	SELL	$23.16 - $23.36 $64,384 - $64,940	-2,780 Reduced 16.52%	14,046 $326,000
Q4 2023 Jan 24, 2024	BUY	$22.97 - $23.28 $80,578 - $81,666	3,508 Added 26.34%	16,826 $391,000
Q2 2023 Aug 09, 2023	BUY	$23.13 - $23.6 $189,966 - $193,826	8,213 Added 160.88%	13,318 $308,000
Q4 2022 Jan 24, 2023	BUY	$23.05 - $23.48 $20,284 - $20,662	880 Added 20.83%	5,105 $0
Q3 2022 Oct 18, 2022	BUY	$23.19 - $24.14 $97,977 - $101,991	4,225 New	4,225 $98,000

Others Institutions Holding IBTF

# of Institutions

284

Shares Held

70.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2025 TER

Ticker IBTF
Sector ETFs
Industry ETFs

More about IBTF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mascoma Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mascoma Wealth Management LLC with notifications on news.

Account

Mascoma Wealth Management LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History