Caitlin John’s iShares USD Green Bond ETF BGRN Stock Holding History

Caitlin John’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 Q1	–	Sell	-51	Closed	-$2.41K	–	891
2023 Q4	$2.41K	Buy	+51	New	+$2.32K	﹤0.01%	661

Other funds holding BGRN

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Francis Financial $539M AUM 14.16% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Caitlin John's BGRN Position: Q1 2024 in Review

Caitlin John sold out of iShares USD Green Bond ETF (BGRN) in Q1 2024, closing a stake of 51 shares — an estimated $2.41K sold.

Caitlin John first reported a position in BGRN in Q4 2023 and held it in 1 quarter. The position peaked at $2.41K in Q4 2023. 108 funds tracked by Wall St. Rank hold BGRN as of Q1 2024.

Caitlin John reported no remaining iShares USD Green Bond ETF position as of Q1 2024 after selling out during the quarter.
Caitlin John sold 51 iShares USD Green Bond ETF shares in Q1 2024, an estimated $2.41K.
Caitlin John first reported a position in iShares USD Green Bond ETF in Q4 2023 and held it in 1 quarter.
Caitlin John's iShares USD Green Bond ETF position peaked at $2.41K in Q4 2023.
108 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2024.

Based on Caitlin John's 13F filing for Q1 2024, filed 27 Jan 2025.