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Abundance Wealth Counselors’s iShares USD Green Bond ETF BGRN Stock Holding History

Abundance Wealth Counselors’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
2021
Q2 		– Sell
-753
Closed -$41K – 126
2021
Q1 		$41K Buy
+753
New +$41.7K 0.01% 181

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UBS Group
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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
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return

Abundance Wealth Counselors's BGRN Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of iShares USD Green Bond ETF (BGRN) in Q2 2021, closing a stake of 753 shares — an estimated $41K sold.

Abundance Wealth Counselors first reported a position in BGRN in Q1 2021 and held it in 1 quarter. The position peaked at $41K in Q1 2021. 60 funds tracked by Wall St. Rank hold BGRN as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining iShares USD Green Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 753 iShares USD Green Bond ETF shares in Q2 2021, an estimated $41K.
  • Abundance Wealth Counselors first reported a position in iShares USD Green Bond ETF in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's iShares USD Green Bond ETF position peaked at $41K in Q1 2021.
  • 60 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.