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Ishares Tr esg 1 5 yr usd shares owned by Bear Mountain Capital

Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Bear Mountain Capital from 13F filings

Historical chart of Bear Mountain Capital investment in Ishares Tr esg 1 5 yr usd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg 1 5 yr usd held by Bear Mountain Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Bear Mountain Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 139k 24.22
2023-12-31 $3.4M 140k 24.51

More positions owned by Bear Mountain Capital

Vanguard Mid Cap Etf (VO)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Amt-free Muni Bond Etf Etf (MUB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Small Cap Etf Etf (VB)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Total International Bond Etf Etf (BNDX)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Usa Esg Select Etf Etf (SUSA)
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for Bear Mountain Capital

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
Morgan Stanley
First Pacific Financial
Royal Bank of Canada
Commonwealth Equity Services
Bank of New York Mellon
Ameriprise Financial
Envestnet Asset Management
LPL Financial
UBS Group
Private Ocean
Modera Wealth Management
Wells Fargo & Company
Francis Financial
Baird Financial

View all funds holding Ishares Tr esg 1 5 yr usd