Mascoma Wealth Management LLC SHV Holdings History
Mascoma Wealth Management LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-06-30, Mascoma Wealth Management LLC held 187,136.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $20.66 Mil. This investment constitutes 4.8% of their stock portfolio, and Mascoma Wealth Management LLC now holds 0.1% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2021Q1. And since then Mascoma Wealth Management LLC has made 12 purchases of SHV, at an average price of $109.60, for a total of 191,594.00 shares. In addition, there have been 1 sales at an average price of $110.28 for 4,458.00 shares. Based on historical transaction data and SHV's current price of $110.34, Mascoma Wealth Management LLC's estimated gain on his SHV holdings is $140,914.51, reflecting a 0.67% gain to date.
Mascoma Wealth Management LLC SHV ($110.34) Holding Chart
Mascoma Wealth Management LLC SHV ($110.34) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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