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Ameritas Advisory Services’s iShares USD Green Bond ETF BGRN Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-2,356
Closed -$113K – 1038
2025
Q3 		$113K Buy
2,356
+10
+0.4% +$477 0.01% 796
2025
Q2 		$112K Buy
+2,346
New +$110K 0.01% 946
2023
Q2 		– Sell
-3,242
Closed -$153K – 740
2023
Q1 		$153K Buy
+3,242
New +$152K 0.01% 855

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
II
Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Ameritas Advisory Services's BGRN Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares USD Green Bond ETF (BGRN) in Q4 2025, closing a stake of 2,356 shares — an estimated $113K sold.

Ameritas Advisory Services first reported a position in BGRN in Q1 2023 and held it in 3 quarters. The position peaked at $153K in Q1 2023. 118 funds tracked by Wall St. Rank hold BGRN as of Q4 2025.

  • Ameritas Advisory Services reported no remaining iShares USD Green Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 2,356 iShares USD Green Bond ETF shares in Q4 2025, an estimated $113K.
  • Ameritas Advisory Services first reported a position in iShares USD Green Bond ETF in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's iShares USD Green Bond ETF position peaked at $153K in Q1 2023.
  • 118 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.