Bear Mountain Capital’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.72K	Buy	+137	New	+$6.87K	﹤0.01%	110

Other funds holding USIG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

Bear Mountain Capital's USIG Position: Q3 2026 in Review

Bear Mountain Capital opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2026: 137 shares worth $6.72K. The stake represents ﹤0.01% of the portfolio and ranks #110 among its holdings.

266 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Bear Mountain Capital held 137 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $6.72K as of Q3 2026.
iShares Broad USD Investment Grade Corporate Bond ETF was a new Bear Mountain Capital position in Q3 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Bear Mountain Capital's portfolio in Q3 2026, its #110 holding.
266 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Bear Mountain Capital's 13F filing for Q3 2026, filed 4 Nov 2026.