Mascoma Wealth Management LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 9,988 shares of IBTG stock, worth $228,725. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,988

Previous 13,907 28.18%

Holding current value

$228,725

Previous $317,000 27.76%

% of portfolio

0.06%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$22.77 - $22.94 $89,235 - $89,901	-3,919 Reduced 28.18%	9,988 $229,000
Q4 2024 Feb 10, 2025	BUY	$22.72 - $23.0 $89,039 - $90,137	3,919 Added 39.24%	13,907 $317,000
Q2 2024 Aug 02, 2024	SELL	$22.46 - $22.66 $88,492 - $89,280	-3,940 Reduced 28.29%	9,988 $226,000
Q1 2024 May 02, 2024	BUY	$22.62 - $22.94 $28,953 - $29,363	1,280 Added 10.12%	13,928 $316,000
Q4 2023 Jan 24, 2024	BUY	$22.32 - $22.86 $80,240 - $82,181	3,595 Added 39.71%	12,648 $289,000
Q2 2023 Aug 09, 2023	BUY	$22.63 - $23.26 $200,003 - $205,571	8,838 Added 4110.7%	9,053 $205,000
Q1 2023 May 01, 2023	BUY	$22.41 - $23.23 $4,818 - $4,994	215 New	215 $4,000

Others Institutions Holding IBTG

# of Institutions

264

Shares Held

57.8M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
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Mascoma Wealth Management LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History