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MWM
Mascoma Wealth Management’s
iShares MBS ETF
MBB
Stock Holding History
Mascoma Wealth Management’s Portfolio
MBB Stock Details
MBB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-36
Closed
-$3.34K
–
618
2022
Q4
$3.34K
Hold
36
–
–
﹤0.01%
533
2022
Q3
$3K
Sell
36
-1,036
-97%
-$100K
﹤0.01%
536
2022
Q2
$105K
Buy
1,072
+702
+190%
+$68.8K
0.04%
167
2022
Q1
$38K
Buy
+370
New
+$38.6K
0.01%
302
2019
Q3
$921K
Buy
8,500
+1,113
+15%
+$120K
0.58%
36
2019
Q2
$795K
Buy
7,387
+7,290
+7,515%
+$776K
0.5%
32
2019
Q1
$10K
Hold
97
–
–
0.01%
267
2018
Q4
$10K
Hold
97
–
–
0.01%
258
2018
Q3
$10K
Hold
97
–
–
0.01%
282
2018
Q2
$10K
Hold
97
–
–
0.01%
274
2018
Q1
$10K
Hold
97
–
–
0.01%
270
2017
Q4
$10K
Hold
97
–
–
0.01%
265
2017
Q3
$10K
Buy
+97
New
+$10.4K
0.01%
279
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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