Ownership history in Bear Mountain Capital, Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which Bear Mountain Capital, Inc. reported a position in ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF (SUSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 149,407 | +1,980 | +1.3% | 1.22% | $3.8M | $25.05 |
| 2025 Q3 | REDUCED | 147,427 | -9,361 | -6.0% | 1.25% | $3.7M | $24.75 |
| 2025 Q2 | ADDED | 156,788 | +7,121 | +4.8% | 1.41% | $3.9M | $24.34 |
| 2025 Q1 | REDUCED | 149,667 | -6,744 | -4.3% | 1.45% | $3.8M | $23.91 |
| 2024 Q4 | ADDED | 156,411 | +8,515 | +5.8% | 1.51% | $3.9M | $23.46 |
| 2024 Q3 | ADDED | 147,896 | +2,705 | +1.9% | 1.46% | $3.7M | $23.57 |
| 2024 Q2 | ADDED | 145,191 | +6,396 | +4.6% | 1.46% | $3.6M | $22.72 |
| 2024 Q1 | REDUCED | 138,795 | -1,260 | -0.9% | 1.45% | $3.4M | $22.50 |
| 2023 Q4 | INITIATED | 140,055 | — | — | 1.44% | $3.4M | — |
As of 2025 Q4 — sorted by position size