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Advisor Group’s iShares USD Green Bond ETF BGRN Stock Holding History

Advisor Group’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
2019
Q4 		$15K Buy
+275
New +$15K ﹤0.01% 4101

Other funds holding BGRN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Advisor Group's BGRN Position: Q4 2019 in Review

Advisor Group opened a new position in iShares USD Green Bond ETF (BGRN) in Q4 2019: 275 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #4101 among its holdings.

17 funds tracked by Wall St. Rank hold BGRN as of Q4 2019.

  • Advisor Group held 275 shares of iShares USD Green Bond ETF worth $15K as of Q4 2019.
  • iShares USD Green Bond ETF was a new Advisor Group position in Q4 2019.
  • iShares USD Green Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4101 holding.
  • 17 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.