Mascoma Wealth Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-355	Closed	-$7.54K	–	473
2023 Q3	$7.54K	Hold	355	–	–	﹤0.01%	347
2023 Q2	$7.94K	Hold	355	–	–	﹤0.01%	339
2023 Q1	$8.18K	Hold	355	–	–	﹤0.01%	428
2022 Q4	$7.96K	Sell	355 -50	-12%	-$1.09K	﹤0.01%	435
2022 Q3	$8K	Hold	405	–	–	﹤0.01%	423
2022 Q2	$9K	Hold	405	–	–	﹤0.01%	426
2022 Q1	$11K	Hold	405	–	–	﹤0.01%	420
2021 Q4	$11K	Hold	405	–	–	﹤0.01%	393
2021 Q3	$12K	Buy	+405	New	+$11.9K	﹤0.01%	326
2021 Q2	–	Sell	-405	Closed	-$12K	–	151
2021 Q1	$12K	Buy	+405	New	+$12.3K	0.01%	332

Other funds holding BWX

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Mascoma Wealth Management's BWX Position: Q4 2023 in Review

Mascoma Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2023, closing a stake of 355 shares — an estimated $7.54K sold.

Mascoma Wealth Management first reported a position in BWX in Q1 2021 and held it in 10 quarters. The position peaked at $12K in Q3 2021. 136 funds tracked by Wall St. Rank hold BWX as of Q4 2023.

Mascoma Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Mascoma Wealth Management sold 355 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2023, an estimated $7.54K.
Mascoma Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2021 and held it in 10 quarters.
Mascoma Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $12K in Q3 2021.
136 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2023.

Based on Mascoma Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.