Ishares Tr esg 1 5 yr usd shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in Ishares Tr esg 1 5 yr usd
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Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $400k | 16k | 24.48 |
| 2023-12-31 | $1.5M | 62k | 24.48 |
| 2023-09-30 | $1.7M | 72k | 23.77 |
| 2023-06-30 | $1.8M | 74k | 23.98 |
| 2023-03-31 | $3.1M | 129k | 24.17 |
| 2022-12-31 | $2.8M | 119k | 23.49 |
| 2022-09-30 | $2.8M | 119k | 23.49 |
| 2022-06-30 | $2.8M | 117k | 24.09 |
| 2022-03-31 | $2.4M | 99k | 24.63 |
| 2021-12-31 | $1.6M | 64k | 25.64 |
| 2021-09-30 | $1.1M | 43k | 25.99 |
| 2021-06-30 | $995k | 38k | 26.03 |
| 2021-03-31 | $768k | 30k | 25.97 |
| 2020-12-31 | $538k | 21k | 26.18 |
| 2019-09-30 | $210k | 8.2k | 25.51 |
| 2019-06-30 | $173k | 6.8k | 25.35 |
| 2019-03-31 | $185k | 7.4k | 25.05 |
| 2018-12-31 | $181k | 7.4k | 24.51 |
| 2018-09-30 | $118k | 4.8k | 24.60 |
| 2018-06-30 | $10k | 425 | 23.53 |