Mascoma Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-600	Closed	-$30K	–	398
2018 Q1	$30K	Hold	600	–	–	0.02%	187
2017 Q4	$30K	Hold	600	–	–	0.02%	177
2017 Q3	$30K	Hold	600	–	–	0.02%	187
2017 Q2	$30K	Hold	600	–	–	0.02%	195
2017 Q1	$30K	Hold	600	–	–	0.02%	185
2016 Q4	$30K	Buy	+600	New	+$30.1K	0.02%	178

Other funds holding ISTB

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return