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Bear Mountain Capital’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bear Mountain Capital’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Sell
19,752
-149
-0.7% -$7.81K 0.3% 30
2026
Q1 		$1.05M Sell
19,901
-335
-2% -$17.7K 0.32% 30
2025
Q4 		$1.07M Buy
20,236
+3,025
+18% +$160K 0.35% 31
2025
Q3 		$915K Sell
17,211
-1,021
-6% -$53.9K 0.31% 31
2025
Q2 		$958K Sell
18,232
-52
-0.3% -$2.72K 0.34% 29
2025
Q1 		$960K Sell
18,284
-167
-0.9% -$8.68K 0.37% 31
2024
Q4 		$956K Sell
18,451
-4,809
-21% -$250K 0.37% 29
2024
Q3 		$1.22M Sell
23,260
-1,681
-7% -$87.5K 0.48% 25
2024
Q2 		$1.29M Sell
24,941
-4,075
-14% -$208K 0.52% 25
2024
Q1 		$1.47M Sell
29,016
-736
-2% -$37.7K 0.63% 22
2023
Q4 		$1.53M Buy
+29,752
New +$1.49M 0.64% 23

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM

Bear Mountain Capital's IGSB Position: Q2 2026 in Review

Bear Mountain Capital reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.75% in Q2 2026, selling an estimated $7.81K and leaving 19,752 shares worth $1.03M. The position accounts for 0.3% of the portfolio, ranked #30.

Bear Mountain Capital first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.53M in Q4 2023. 467 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Bear Mountain Capital held 19,752 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.03M as of Q2 2026.
  • Bear Mountain Capital sold 149 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $7.81K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.3% of Bear Mountain Capital's portfolio in Q2 2026, its #30 holding.
  • Bear Mountain Capital first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Bear Mountain Capital's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.53M in Q4 2023.
  • 467 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.