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Bell Investment Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

Bell Investment 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
-10
Closed -$457 – 1945
2024
Q1 		$457 Hold
10
– – ﹤0.01% 1847
2023
Q4 		$458 Hold
10
– – ﹤0.01% 1853
2023
Q3 		$432 Sell
10
-41
-80% -$1.88K ﹤0.01% 1848
2023
Q2 		$2.36K Buy
51
+1
+2% +$47 ﹤0.01% 1217
2023
Q1 		$2.37K Hold
50
– – ﹤0.01% 1168
2022
Q4 		$2.3K Hold
50
– – ﹤0.01% 1212
2022
Q3 		$2K Sell
50
-2
-4% -$95 ﹤0.01% 1045
2022
Q2 		$2K Buy
+52
New +$2.52K ﹤0.01% 1095
2021
Q4 		$3K Hold
55
– – ﹤0.01% 947
2021
Q3 		$3K Buy
+55
New +$3.05K ﹤0.01% 883

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

Bell Investment Advisors's BGRN Position: Q2 2024 in Review

Bell Investment Advisors sold out of iShares USD Green Bond ETF (BGRN) in Q2 2024, closing a stake of 10 shares — an estimated $457 sold.

Bell Investment Advisors first reported a position in BGRN in Q3 2021 and held it in 10 quarters. The position peaked at $3K in Q4 2021. 113 funds tracked by Wall St. Rank hold BGRN as of Q2 2024.

  • Bell Investment Advisors reported no remaining iShares USD Green Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 10 iShares USD Green Bond ETF shares in Q2 2024, an estimated $457.
  • Bell Investment Advisors first reported a position in iShares USD Green Bond ETF in Q3 2021 and held it in 10 quarters.
  • Bell Investment Advisors's iShares USD Green Bond ETF position peaked at $3K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2024.

Based on Bell Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.