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BBJS Financial Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

BBJS Financial 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
2024
Q3 		$53.2K Hold
1,100
– – 0.02% 71
2024
Q2 		$51.2K Hold
1,100
– – 0.02% 69
2024
Q1 		$51.6K Hold
1,100
– – 0.02% 67
2023
Q4 		$52K Hold
1,100
– – 0.02% 64
2023
Q3 		$49.6K Hold
1,100
– – 0.02% 69
2023
Q2 		$51.2K Hold
1,100
– – 0.02% 63
2023
Q1 		$51.8K Hold
1,100
– – 0.02% 62
2022
Q4 		$50.6K Buy
+1,100
New +$50.3K 0.02% 72

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BBJS Financial Advisors's BGRN Position: Q3 2024 in Review

BBJS Financial Advisors held its iShares USD Green Bond ETF (BGRN) position steady in Q3 2024 at 1,100 shares worth $53.2K. The position accounts for 0.02% of the portfolio, ranked #71.

BBJS Financial Advisors first reported a position in BGRN in Q4 2022 and has held it in 8 quarters since. 109 funds tracked by Wall St. Rank hold BGRN as of Q3 2024.

  • BBJS Financial Advisors held 1,100 shares of iShares USD Green Bond ETF worth $53.2K as of Q3 2024.
  • BBJS Financial Advisors left its iShares USD Green Bond ETF share count unchanged in Q3 2024.
  • iShares USD Green Bond ETF made up 0.02% of BBJS Financial Advisors's portfolio in Q3 2024, its #71 holding.
  • BBJS Financial Advisors first reported a position in iShares USD Green Bond ETF in Q4 2022 and has held it in 8 quarters since.
  • 109 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.