Betterment LLC’s iShares USD Green Bond ETF BGRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.5M | Sell |
1,310,676
-10,882
| -0.8% | -$519K | 0.13% | 55 |
|
|
2025
Q1 | $62.6M | Buy |
1,321,558
+28,503
| +2% | +$1.35M | 0.15% | 49 |
|
|
2024
Q4 | $60.3M | Buy |
1,293,055
+76,909
| +6% | +$3.59M | 0.14% | 50 |
|
|
2024
Q3 | $58.8M | Buy |
1,216,146
+32,419
| +3% | +$1.57M | 0.14% | 49 |
|
|
2024
Q2 | $55.1M | Buy |
1,183,727
+127,506
| +12% | +$5.93M | 0.14% | 48 |
|
|
2024
Q1 | $49.5M | Buy |
1,056,221
+61,561
| +6% | +$2.89M | 0.13% | 46 |
|
|
2023
Q4 | $47M | Buy |
994,660
+19,751
| +2% | +$933K | 0.14% | 40 |
|
|
2023
Q3 | $44M | Buy |
974,909
+31,771
| +3% | +$1.43M | 0.14% | 40 |
|
|
2023
Q2 | $43.9M | Buy |
943,138
+44,668
| +5% | +$2.08M | 0.14% | 41 |
|
|
2023
Q1 | $42.3M | Buy |
898,470
+21,141
| +2% | +$996K | 0.14% | 41 |
|
|
2022
Q4 | $40.3M | Buy |
877,329
+67,302
| +8% | +$3.09M | 0.14% | 38 |
|
|
2022
Q3 | $38.7M | Hold |
810,027
| – | – | 0.14% | 37 |
|
|
2022
Q2 | $38.7M | Buy |
810,027
+5,169
| +0.6% | +$247K | 0.14% | 37 |
|
|
2022
Q1 | $40.7M | Buy |
804,858
+54,552
| +7% | +$2.76M | 0.13% | 38 |
|
|
2021
Q4 | $40.7M | Buy |
750,306
+127,957
| +21% | +$6.94M | 0.13% | 37 |
|
|
2021
Q3 | $34.1M | Buy |
622,349
+125,801
| +25% | +$6.9M | 0.11% | 37 |
|
|
2021
Q2 | $27.2M | Buy |
496,548
+133,257
| +37% | +$7.29M | 0.09% | 38 |
|
|
2021
Q1 | $19.9M | Buy |
363,291
+136,121
| +60% | +$7.44M | 0.07% | 39 |
|
|
2020
Q4 | $12.8M | Buy |
+227,170
| New | +$12.8M | 0.05% | 43 |
|