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Inv Bulletshs 2024 Etf etf/closed end- shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Inv Bulletshs 2024 Etf etf/closed end- (BSJO) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Inv Bulletshs 2024 Etf etf/closed end-

Tip: Access up to 7 years of quarterly data

All positions including Inv Bulletshs 2024 Etf etf/closed end- held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Inv Bulletshs 2024 Etf etf/closed end- by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1k 180 22.73
2023-12-31 $4.1k 180 22.72
2023-09-30 $4.0k 180 22.48
2023-06-30 $4.1k 180 22.60
2023-03-31 $4.0k 180 22.38
2022-12-31 $4.0k 180 22.12
2022-09-30 $4.0k 180 22.22
2022-06-30 $4.0k 180 22.22
2022-03-31 $11k 462 23.81
2021-12-31 $12k 462 25.97
2021-09-30 $12k 462 25.97
2021-03-31 $12k 462 25.97

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 Ultra Short Income Fund Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Fidelity High Dividend Etf Etf (FDVV)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
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)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)

View all positions for Mascoma Wealth Management

Top funds holding Inv Bulletshs 2024 Etf etf/closed end-

Mirador Capital Partners
Morgan Stanley
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
United Capital Financial Advisers
Asset Dedication
Milestone Asset Management
Migdal Insurance & Financial Holdings
Integrated Wealth Concepts
Collective Family Office
CWM
Raymond James Financial Services Advisors
Ironwood Wealth Management

View all funds holding Inv Bulletshs 2024 Etf etf/closed end-