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Ishares U S Etf Tr int rt hdg c b shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Ishares U S Etf Tr int rt hdg c b (LQDH) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Ishares U S Etf Tr int rt hdg c b

Tip: Access up to 7 years of quarterly data

All positions including Ishares U S Etf Tr int rt hdg c b held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares U S Etf Tr int rt hdg c b by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $81k 870 93.08
2023-09-30 $81k 870 92.55
2023-06-30 $80k 870 92.41
2023-03-31 $227k 2.5k 91.76
2022-12-31 $241k 2.7k 88.57
2022-09-30 $241k 2.7k 88.57
2022-06-30 $246k 2.7k 90.41
2022-03-31 $296k 3.2k 93.67
2021-12-31 $350k 3.7k 95.63
2021-09-30 $351k 3.7k 95.90
2021-06-30 $368k 3.8k 96.34
2021-03-31 $376k 3.9k 96.41
2020-12-31 $422k 4.4k 95.58
2019-09-30 $981k 11k 92.96
2019-06-30 $1.1M 12k 94.01
2019-03-31 $1.1M 12k 93.48
2018-12-31 $1.2M 13k 90.68
2018-09-30 $7.4M 76k 97.16
2018-06-30 $3.6M 37k 95.52

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 Ishares U S Etf Tr int rt hdg c b

Bank of America Corporation
Leo Wealth
Beacon Financial
Jane Street
Capital Investment Advisory Services
Scotia Capital
Kfg Wealth Management
Bank Of Montreal
Red Wave Investments
Cambridge Investment Research Advisors
UBS Group
Trilogy Capital
Mercer Global Advisors
Sharkey, Howes & Javer
Rockefeller Capital Management

View all funds holding Ishares U S Etf Tr int rt hdg c b