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Mascoma Wealth Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Mascoma Wealth Management’s Portfolio EUSB Stock Details EUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,740
Closed -$115K – 637
2022
Q3 		$115K Sell
2,740
-226
-8% -$9.9K 0.04% 152
2022
Q2 		$130K Hold
2,966
– – 0.04% 150
2022
Q1 		$138K Buy
+2,966
New +$141K 0.04% 153

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

Mascoma Wealth Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2022, closing a stake of 2,740 shares — an estimated $115K sold.

Mascoma Wealth Management first reported a position in EUSB in Q1 2022 and held it in 3 quarters. The position peaked at $138K in Q1 2022. 141 funds tracked by Wall St. Rank hold EUSB as of Q4 2022.

  • Mascoma Wealth Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Mascoma Wealth Management sold 2,740 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2022, an estimated $115K.
  • Mascoma Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2022 and held it in 3 quarters.
  • Mascoma Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $138K in Q1 2022.
  • 141 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2022.

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