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

CSIA

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

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

DWA

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

AEPG

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LTFS

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

Mascoma Wealth Management's ISTB Position: Q2 2018 in Review

Mascoma Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2018, closing a stake of 600 shares — an estimated $30K sold.

Mascoma Wealth Management first reported a position in ISTB in Q4 2016 and held it in 6 quarters. The position peaked at $30K in Q1 2018. 148 funds tracked by Wall St. Rank hold ISTB as of Q2 2018.

Mascoma Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2018 after selling out during the quarter.
Mascoma Wealth Management sold 600 iShares Core 1-5 Year USD Bond ETF shares in Q2 2018, an estimated $30K.
Mascoma Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2016 and held it in 6 quarters.
Mascoma Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $30K in Q1 2018.
148 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2018.

Based on Mascoma Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.