Mascoma Wealth Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Mascoma Wealth Management’s Portfolio BSJM Stock Details BSJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-206	Closed	-$5K	–	660
2022 Q3	$5K	Hold	206	–	–	﹤0.01%	490
2022 Q2	$5K	Sell	206 -294	-59%	-$6.62K	﹤0.01%	510
2022 Q1	$11K	Hold	500	–	–	﹤0.01%	432
2021 Q4	$12K	Hold	500	–	–	﹤0.01%	391
2021 Q3	$12K	Buy	+500	New	+$11.6K	﹤0.01%	335
2021 Q2	–	Sell	-500	Closed	-$12K	–	459
2021 Q1	$12K	Buy	+500	New	+$11.6K	0.01%	341

Other funds holding BSJM

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mascoma Wealth Management's BSJM Position: Q4 2022 in Review

Mascoma Wealth Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 206 shares — an estimated $5K sold.

Mascoma Wealth Management first reported a position in BSJM in Q1 2021 and held it in 6 quarters. The position peaked at $12K in Q4 2021. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

Mascoma Wealth Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Mascoma Wealth Management sold 206 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $5K.
Mascoma Wealth Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
Mascoma Wealth Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $12K in Q4 2021.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on Mascoma Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.