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SPDR Barclays Cptl Shrt Term Corp Bd ETF shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in SPDR Barclays Cptl Shrt Term Corp Bd ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Cptl Shrt Term Corp Bd ETF held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Cptl Shrt Term Corp Bd ETF by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.5M 220k 29.78
2023-09-30 $7.3M 249k 29.32
2023-06-30 $7.1M 240k 29.45
2023-03-31 $12M 387k 29.67
2022-12-31 $5.1M 174k 29.22
2022-09-30 $5.1M 174k 29.22
2022-06-30 $5.0M 167k 29.73
2022-03-31 $4.6M 154k 30.13
2021-12-31 $4.7M 152k 30.97
2021-09-30 $4.6M 148k 31.25
2021-06-30 $4.6M 148k 31.30
2021-03-31 $4.7M 151k 31.31
2020-12-31 $3.5M 112k 31.40
2019-09-30 $3.1M 101k 30.85
2019-06-30 $8.6M 280k 30.78
2019-03-31 $9.0M 296k 30.55
2018-12-31 $9.6M 320k 30.14
2018-09-30 $10M 333k 30.18
2018-06-30 $7.2M 237k 30.16
2018-03-31 $7.4M 247k 30.20
2017-12-31 $9.5M 313k 30.30
2017-09-30 $6.9M 226k 30.67
2017-06-30 $6.6M 214k 30.64
2017-03-31 $5.5M 180k 30.61
2016-12-31 $5.4M 175k 30.53

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Fidelity Total Bond Etf Etf (FBND)
Ishares Short Treasury Bond Etf Etf (SHV)
Fidelity High Dividend Etf Etf (FDVV)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Apple Stock (AAPL)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)

View all positions for Mascoma Wealth Management

Top funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF

Creative Planning
Jpmorgan Chase & Co
ValMark Advisers
Bank of America Corporation
Baird Financial
Fisher Investments
Huntington National Bank
Tiaa Trust, National Association
RiverFront Investment Group
Wells Fargo & Company
UBS Group
Litman Gregory Asset Management
Goldman Sachs Group
MCF Advisors
Pnc Financial Services

View all funds holding SPDR Barclays Cptl Shrt Term Corp Bd ETF