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Beacon Pointe Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

Beacon Pointe 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
Q2 		– Sell
-4,665
Closed -$219K – 1279
2024
Q1 		$219K Sell
4,665
-538
-10% -$25.2K ﹤0.01% 1229
2023
Q4 		$246K Buy
+5,203
New +$237K ﹤0.01% 1138

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

Beacon Pointe Advisors's BGRN Position: Q2 2024 in Review

Beacon Pointe Advisors sold out of iShares USD Green Bond ETF (BGRN) in Q2 2024, closing a stake of 4,665 shares — an estimated $219K sold.

Beacon Pointe Advisors first reported a position in BGRN in Q4 2023 and held it in 2 quarters. The position peaked at $246K in Q4 2023. 113 funds tracked by Wall St. Rank hold BGRN as of Q2 2024.

  • Beacon Pointe Advisors reported no remaining iShares USD Green Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 4,665 iShares USD Green Bond ETF shares in Q2 2024, an estimated $219K.
  • Beacon Pointe Advisors first reported a position in iShares USD Green Bond ETF in Q4 2023 and held it in 2 quarters.
  • Beacon Pointe Advisors's iShares USD Green Bond ETF position peaked at $246K in Q4 2023.
  • 113 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2024.

Based on Beacon Pointe Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.