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

Mascoma Wealth Management LLC

$389 Million
Q1 2025

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 9,077 shares of IBTF stock, worth $212,038. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,077

Previous 13,398 32.25%

Holding current value

$212,038

Previous $312,000 32.05%

% of portfolio

0.05%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$23.29 - $23.38 $100,636 - $101,024	-4,321 Reduced 32.25%	9,077 $212,000
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

313

Shares Held

79.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

Ticker IBTF
Sector ETFs
Industry ETFs

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