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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Tip: Access up to 7 years of quarterly data

All positions including iShrs S&P ShtTrm Ntnl AMTFr MncplBnf 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 iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $48k 450 106.19
2024-06-30 $47k 450 104.55
2024-03-31 $47k 450 104.73
2023-12-31 $47k 450 105.43
2023-09-30 $46k 450 102.86
2023-06-30 $47k 450 103.64
2023-03-31 $47k 450 104.34
2022-12-31 $47k 450 104.27
2022-09-30 $46k 450 102.22
2022-06-30 $47k 450 104.44

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)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Fidelity High Dividend Etf Etf (FDVV)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Mascoma Wealth Management

Top funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Bank of New York Mellon
Morgan Stanley
Sei Investments
Creative Planning
Tiaa Trust, National Association
Captrust Financial Advisors
Franklin Resources
Citigroup
LPL Financial
Mariner Wealth Advisors
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

View all funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF