Burt Wealth Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

Burt Wealth 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
2021 Q1	–	Sell	-38	Closed	-$2K	–	118
2020 Q4	$2K	Hold	38	–	–	﹤0.01%	341
2020 Q3	$2K	Buy	+38	New	+$2.1K	﹤0.01%	344

Other funds holding BGRN

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NWM

Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Burt Wealth Advisors's BGRN Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares USD Green Bond ETF (BGRN) in Q1 2021, closing a stake of 38 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in BGRN in Q3 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 58 funds tracked by Wall St. Rank hold BGRN as of Q1 2021.

Burt Wealth Advisors reported no remaining iShares USD Green Bond ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 38 iShares USD Green Bond ETF shares in Q1 2021, an estimated $2K.
Burt Wealth Advisors first reported a position in iShares USD Green Bond ETF in Q3 2020 and held it in 2 quarters.
Burt Wealth Advisors's iShares USD Green Bond ETF position peaked at $2K in Q4 2020.
58 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.