Bear Mountain Capital’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Bear Mountain Capital’s Portfolio SUSB Stock Details SUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.93M	Buy	157,921 +4,074	+3%	+$102K	1.14%	16
2026 Q1	$3.87M	Buy	153,847 +4,440	+3%	+$112K	1.16%	16
2025 Q4	$3.77M	Buy	149,407 +1,980	+1%	+$50K	1.22%	16
2025 Q3	$3.74M	Sell	147,427 -9,361	-6%	-$236K	1.25%	15
2025 Q2	$3.93M	Buy	156,788 +7,121	+5%	+$178K	1.41%	15
2025 Q1	$3.75M	Sell	149,667 -6,744	-4%	-$167K	1.45%	15
2024 Q4	$3.87M	Buy	156,411 +8,515	+6%	+$212K	1.51%	15
2024 Q3	$3.69M	Buy	147,896 +2,705	+2%	+$67.3K	1.46%	15
2024 Q2	$3.58M	Buy	145,191 +6,396	+5%	+$156K	1.46%	15
2024 Q1	$3.36M	Sell	138,795 -1,260	-0.9%	-$30.8K	1.45%	14
2023 Q4	$3.43M	Buy	+140,055	New	+$3.36M	1.44%	14

Other funds holding SUSB

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

RWML

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Bear Mountain Capital increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.6% in Q2 2026, buying an estimated $102K and bringing the position to 157,921 shares worth $3.93M. The position accounts for 1.14% of the portfolio, ranked #16.

Bear Mountain Capital first reported a position in SUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.93M in Q2 2025. 140 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Bear Mountain Capital held 157,921 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3.93M as of Q2 2026.
Bear Mountain Capital bought 4,074 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $102K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 1.14% of Bear Mountain Capital's portfolio in Q2 2026, its #16 holding.
Bear Mountain Capital first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Bear Mountain Capital's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.93M in Q2 2025.
140 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

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