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Mascoma Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Mascoma Wealth Management’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-319
Closed -$14.3K – 611
2022
Q4 		$14.3K Hold
319
– – ﹤0.01% 369
2022
Q3 		$14K Buy
+319
New +$14.9K ﹤0.01% 363

Other funds holding IUSB

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Mascoma Wealth Management's IUSB Position: Q1 2023 in Review

Mascoma Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2023, closing a stake of 319 shares — an estimated $14.3K sold.

Mascoma Wealth Management first reported a position in IUSB in Q3 2022 and held it in 2 quarters. The position peaked at $14.3K in Q4 2022. 508 funds tracked by Wall St. Rank hold IUSB as of Q1 2023.

  • Mascoma Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 319 iShares Core Universal USD Bond ETF shares in Q1 2023, an estimated $14.3K.
  • Mascoma Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and held it in 2 quarters.
  • Mascoma Wealth Management's iShares Core Universal USD Bond ETF position peaked at $14.3K in Q4 2022.
  • 508 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2023.

Based on Mascoma Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.