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Abound Wealth Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Abound Wealth Management’s Portfolio BGRN Stock Details BGRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-59
Closed -$2.66K – 1358
2023
Q3 		$2.66K Buy
+59
New +$2.71K ﹤0.01% 578

Other funds holding BGRN

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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Abound Wealth Management's BGRN Position: Q4 2023 in Review

Abound Wealth Management sold out of iShares USD Green Bond ETF (BGRN) in Q4 2023, closing a stake of 59 shares — an estimated $2.66K sold.

Abound Wealth Management first reported a position in BGRN in Q3 2023 and held it in 1 quarter. The position peaked at $2.66K in Q3 2023. 101 funds tracked by Wall St. Rank hold BGRN as of Q4 2023.

  • Abound Wealth Management reported no remaining iShares USD Green Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Abound Wealth Management sold 59 iShares USD Green Bond ETF shares in Q4 2023, an estimated $2.66K.
  • Abound Wealth Management first reported a position in iShares USD Green Bond ETF in Q3 2023 and held it in 1 quarter.
  • Abound Wealth Management's iShares USD Green Bond ETF position peaked at $2.66K in Q3 2023.
  • 101 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2023.

Based on Abound Wealth Management's 13F filing for Q4 2023, filed 8 Aug 2024.