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American Portfolios Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

American Portfolios 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
2021
Q3 		– Sell
-61
Closed -$3.34K – 3474
2021
Q2 		$3.34K Hold
61
– – ﹤0.01% 2982
2021
Q1 		$3.33K Hold
61
– – ﹤0.01% 2845
2020
Q4 		$3.43K Hold
61
– – ﹤0.01% 2556
2020
Q3 		$3.39K Buy
+61
New +$3.38K ﹤0.01% 2427

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 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

American Portfolios Advisors's BGRN Position: Q3 2021 in Review

American Portfolios Advisors sold out of iShares USD Green Bond ETF (BGRN) in Q3 2021, closing a stake of 61 shares — an estimated $3.34K sold.

American Portfolios Advisors first reported a position in BGRN in Q3 2020 and held it in 4 quarters. The position peaked at $3.43K in Q4 2020. 61 funds tracked by Wall St. Rank hold BGRN as of Q3 2021.

  • American Portfolios Advisors reported no remaining iShares USD Green Bond ETF position as of Q3 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 61 iShares USD Green Bond ETF shares in Q3 2021, an estimated $3.34K.
  • American Portfolios Advisors first reported a position in iShares USD Green Bond ETF in Q3 2020 and held it in 4 quarters.
  • American Portfolios Advisors's iShares USD Green Bond ETF position peaked at $3.43K in Q4 2020.
  • 61 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q3 2021.

Based on American Portfolios Advisors's 13F filing for Q3 2021, filed 22 Mar 2023.