Mascoma Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
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2025
Q1 | $266K | Sell |
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|
2024
Q4 | $307K | Sell |
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2024
Q3 | $319K | Sell |
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|
2024
Q2 | $334K | Sell |
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|
2024
Q1 | $400K | Sell |
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|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $1.71M | Sell |
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|
2023
Q2 | $1.77M | Sell |
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|
2023
Q1 | $3.12M | Sell |
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|
2022
Q4 | $3.12M | Buy |
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|
2022
Q3 | $2.79M | Buy |
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|
2022
Q2 | $2.82M | Buy |
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|
2022
Q1 | $2.44M | Buy |
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|
2021
Q4 | $1.63M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $995K | Buy |
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|
2021
Q1 | $768K | Buy |
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|
2020
Q4 | $538K | Buy |
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|
2019
Q3 | $210K | Buy |
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|
2019
Q2 | $173K | Sell |
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|
2019
Q1 | $185K | Hold |
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|
2018
Q4 | $181K | Buy |
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|
2018
Q3 | $118K | Buy |
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|
2018
Q2 | $10K | Buy |
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