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Advisornet Financial’s iShares USD Green Bond ETF BGRN Stock Holding History

Advisornet Financial’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
-3,120
Closed -$141K – 2435
2023
Q3 		$141K Hold
3,120
– – 0.01% 522
2023
Q2 		$145K Sell
3,120
-69
-2% -$3.23K 0.01% 541
2023
Q1 		$150K Hold
3,189
– – 0.01% 522
2022
Q4 		$147K Hold
3,189
– – 0.01% 542
2022
Q3 		$145K Hold
3,189
– – 0.01% 571
2022
Q2 		$152K Buy
3,189
+61
+2% +$2.96K 0.01% 564
2022
Q1 		$158K Buy
+3,128
New +$163K 0.01% 616

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
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

Advisornet Financial's BGRN Position: Q4 2023 in Review

Advisornet Financial sold out of iShares USD Green Bond ETF (BGRN) in Q4 2023, closing a stake of 3,120 shares — an estimated $141K sold.

Advisornet Financial first reported a position in BGRN in Q1 2022 and held it in 7 quarters. The position peaked at $158K in Q1 2022. 101 funds tracked by Wall St. Rank hold BGRN as of Q4 2023.

  • Advisornet Financial reported no remaining iShares USD Green Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 3,120 iShares USD Green Bond ETF shares in Q4 2023, an estimated $141K.
  • Advisornet Financial first reported a position in iShares USD Green Bond ETF in Q1 2022 and held it in 7 quarters.
  • Advisornet Financial's iShares USD Green Bond ETF position peaked at $158K in Q1 2022.
  • 101 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.