Mascoma Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$100K	Hold	4,002	–	–	0.02%	137
2026 Q1	$100K	Sell	4,002 -256	-6%	-$6.45K	0.02%	133
2025 Q4	$107K	Sell	4,258 -4,683	-52%	-$118K	0.02%	125
2025 Q3	$226K	Hold	8,941	–	–	0.05%	90
2025 Q2	$225K	Sell	8,941 -1,704	-16%	-$42.5K	0.05%	86
2025 Q1	$266K	Sell	10,645 -1,803	-14%	-$44.8K	0.07%	78
2024 Q4	$307K	Sell	12,448 -240	-2%	-$5.96K	0.08%	75
2024 Q3	$319K	Sell	12,688 -949	-7%	-$23.6K	0.08%	74
2024 Q2	$334K	Sell	13,637 -2,697	-17%	-$65.7K	0.09%	70
2024 Q1	$400K	Sell	16,334 -45,126	-73%	-$1.1M	0.11%	66
2023 Q4	$1.5M	Sell	61,460 -10,429	-15%	-$250K	0.45%	31
2023 Q3	$1.71M	Sell	71,889 -1,969	-3%	-$47K	0.53%	29
2023 Q2	$1.77M	Sell	73,858 -55,262	-43%	-$1.33M	0.54%	31
2023 Q1	$3.12M	Sell	129,120 -2,346	-2%	-$56.1K	0.91%	23
2022 Q4	$3.12M	Buy	131,466 +12,780	+11%	+$302K	0.99%	21
2022 Q3	$2.79M	Buy	118,686 +1,524	+1%	+$36.7K	0.97%	23
2022 Q2	$2.82M	Buy	117,162 +18,205	+18%	+$442K	0.96%	24
2022 Q1	$2.44M	Buy	98,957 +35,235	+55%	+$884K	0.78%	31
2021 Q4	$1.63M	Buy	63,722 +20,669	+48%	+$532K	0.57%	40
2021 Q3	$1.12M	Buy	43,053 +4,824	+13%	+$126K	0.43%	41
2021 Q2	$995K	Buy	38,229 +8,662	+29%	+$226K	0.43%	44
2021 Q1	$768K	Buy	29,567 +9,019	+44%	+$235K	0.33%	48
2020 Q4	$538K	Buy	+20,548	New	+$536K	0.27%	50
2019 Q3	$210K	Buy	8,233 +1,409	+21%	+$35.7K	0.13%	75
2019 Q2	$173K	Sell	6,824 -561	-8%	-$14.1K	0.11%	83
2019 Q1	$185K	Hold	7,385	–	–	0.12%	72
2018 Q4	$181K	Buy	7,385 +2,589	+54%	+$63.2K	0.14%	68
2018 Q3	$118K	Buy	4,796 +4,371	+1,028%	+$107K	0.08%	111
2018 Q2	$10K	Buy	+425	New	+$10.4K	0.01%	279

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mascoma Wealth Management's SUSB Position: Q2 2026 in Review

Mascoma Wealth Management held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 4,002 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #137.

Mascoma Wealth Management first reported a position in SUSB in Q2 2018 and has held it in 29 quarters since. The position peaked at $3.12M in Q4 2022. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Mascoma Wealth Management held 4,002 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $100K as of Q2 2026.
Mascoma Wealth Management left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Mascoma Wealth Management's portfolio in Q2 2026, its #137 holding.
Mascoma Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2018 and has held it in 29 quarters since.
Mascoma Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.12M in Q4 2022.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.