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

Avior 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
2025
Q1 		– Sell
-2,966
Closed -$138K – 900
2024
Q4 		$138K Buy
2,966
+41
+1% +$1.94K 0.01% 802
2024
Q3 		$141K Buy
2,925
+30
+1% +$1.43K 0.01% 787
2024
Q2 		$135K Buy
2,895
+28
+1% +$1.3K 0.01% 781
2024
Q1 		$134K Buy
+2,867
New +$134K 0.01% 839

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
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Avior Wealth Management's BGRN Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares USD Green Bond ETF (BGRN) in Q1 2025, closing a stake of 2,966 shares — an estimated $138K sold.

Avior Wealth Management first reported a position in BGRN in Q1 2024 and held it in 4 quarters. The position peaked at $141K in Q3 2024. 118 funds tracked by Wall St. Rank hold BGRN as of Q1 2025.

  • Avior Wealth Management reported no remaining iShares USD Green Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,966 iShares USD Green Bond ETF shares in Q1 2025, an estimated $138K.
  • Avior Wealth Management first reported a position in iShares USD Green Bond ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's iShares USD Green Bond ETF position peaked at $141K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.