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Ally Invest Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

Ally Invest Advisors’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
2025
Q2 		– Sell
-4,267
Closed -$202K – 76
2025
Q1 		$202K Buy
+4,267
New +$200K 0.02% 71

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Ally Invest Advisors's BGRN Position: Q2 2025 in Review

Ally Invest Advisors sold out of iShares USD Green Bond ETF (BGRN) in Q2 2025, closing a stake of 4,267 shares — an estimated $202K sold.

Ally Invest Advisors first reported a position in BGRN in Q1 2025 and held it in 1 quarter. The position peaked at $202K in Q1 2025. 116 funds tracked by Wall St. Rank hold BGRN as of Q2 2025.

  • Ally Invest Advisors reported no remaining iShares USD Green Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Ally Invest Advisors sold 4,267 iShares USD Green Bond ETF shares in Q2 2025, an estimated $202K.
  • Ally Invest Advisors first reported a position in iShares USD Green Bond ETF in Q1 2025 and held it in 1 quarter.
  • Ally Invest Advisors's iShares USD Green Bond ETF position peaked at $202K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2025.

Based on Ally Invest Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.