Ownership history in Mascoma Wealth Management LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Mascoma Wealth Management LLC reported a position in ISHARES SHORT TREASURY BOND ETF (SHV). 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 Q4 | ADDED | 194,764 | +6,175 | +3.3% | 4.60% | $21.5M | $109.51 |
| 2025 Q3 | ADDED | 188,589 | +1,453 | +0.8% | 4.59% | $20.8M | $108.41 |
| 2025 Q2 | ADDED | 187,136 | +4,761 | +2.6% | 4.80% | $20.7M | $107.23 |
| 2025 Q1 | ADDED | 182,375 | +2,125 | +1.2% | 5.02% | $20.1M | $106.15 |
| 2024 Q4 | REDUCED | 180,250 | -4,458 | -2.4% | 4.98% | $19.8M | $105.08 |
| 2024 Q3 | ADDED | 184,708 | +12,535 | +7.3% | 5.09% | $20.4M | $103.91 |
| 2024 Q2 | ADDED | 172,173 | +10,768 | +6.7% | 5.05% | $19.0M | $102.45 |
| 2024 Q1 | ADDED | 161,405 | +4,731 | +3.0% | 5.08% | $17.8M | $101.18 |
| 2023 Q4 | ADDED | 156,674 | +8,412 | +5.7% | 5.19% | $17.3M | $99.96 |
| 2023 Q3 | ADDED | 148,262 | +12,346 | +9.1% | 5.12% | $16.4M | $98.54 |
As of 2025 Q4 — sorted by position size