AWM
BGRN icon

Aries Wealth Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Aries Wealth Management’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
2022
Q2 		– Sell
-4,794
Closed -$243K – 180
2022
Q1 		$243K Buy
+4,794
New +$250K 0.11% 70

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PCA
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Aries Wealth Management's BGRN Position: Q2 2022 in Review

Aries Wealth Management sold out of iShares USD Green Bond ETF (BGRN) in Q2 2022, closing a stake of 4,794 shares — an estimated $243K sold.

Aries Wealth Management first reported a position in BGRN in Q1 2022 and held it in 1 quarter. The position peaked at $243K in Q1 2022. 76 funds tracked by Wall St. Rank hold BGRN as of Q2 2022.

  • Aries Wealth Management reported no remaining iShares USD Green Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Aries Wealth Management sold 4,794 iShares USD Green Bond ETF shares in Q2 2022, an estimated $243K.
  • Aries Wealth Management first reported a position in iShares USD Green Bond ETF in Q1 2022 and held it in 1 quarter.
  • Aries Wealth Management's iShares USD Green Bond ETF position peaked at $243K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2022.

Based on Aries Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.