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Ishares Ibonds Dec 2027 Term T shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 Term T held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2027 Term T by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $259k 12k 22.52
2025-06-30 $258k 12k 22.49
2025-03-31 $258k 12k 22.42
2024-12-31 $255k 12k 22.20
2024-09-30 $260k 12k 22.63
2024-06-30 $254k 12k 22.07
2024-03-31 $244k 11k 22.16

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Fidelity Enhanced Large Cap Core Etf Etf (FELC)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Ishares Esg Msci Kld 400 Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Mascoma Wealth Management

Top funds holding Ishares Ibonds Dec 2027 Term T

Hm Payson & Co
Morgan Stanley
GLOBALT Investments LLC / GA
TRUE Private Wealth Advisors
Wells Fargo & Company
Envestnet Asset Management
Goss Wealth Management
LPL Financial
Colony
Raymond James Financial
Obsidian Personal Planning Solutions
Kovitz Investment Group Partners
UBS Group
Integrated Wealth Concepts
Mercer Global Advisors

View all funds holding Ishares Ibonds Dec 2027 Term T