Ownership history in Mascoma Wealth Management LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Mascoma Wealth Management LLC reported a position in ISHARES IBONDS DEC 2025 TERM TREASURY ETF (IBTF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 9,076 | — | 0% | 0.05% | $212K | $23.13 |
| 2025 Q2 | REDUCED | 9,076 | -1 | -0.0% | 0.05% | $212K | $22.88 |
| 2025 Q1 | REDUCED | 9,077 | -4,321 | -32.3% | 0.05% | $212K | $22.65 |
| 2024 Q4 | UNCHANGED | 13,398 | — | 0% | 0.08% | $312K | $22.44 |
As of 2025 Q4 — sorted by position size