BMC
Bear Mountain Capital’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Buy |
156,788
+7,121
| +5% | +$179K | 1.41% | 15 |
|
|
2025
Q1 | $3.75M | Sell |
149,667
-6,744
| -4% | -$169K | 1.45% | 15 |
|
|
2024
Q4 | $3.87M | Buy |
156,411
+8,515
| +6% | +$211K | 1.51% | 15 |
|
|
2024
Q3 | $3.69M | Buy |
147,896
+2,705
| +2% | +$67.5K | 1.46% | 15 |
|
|
2024
Q2 | $3.58M | Buy |
145,191
+6,396
| +5% | +$158K | 1.46% | 15 |
|
|
2024
Q1 | $3.36M | Sell |
138,795
-1,260
| -0.9% | -$30.5K | 1.45% | 14 |
|
|
2023
Q4 | $3.43M | Buy |
+140,055
| New | +$3.43M | 1.44% | 14 |
|