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

Cambridge Investment Research 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
2025
Q2 		– Sell
-4,704
Closed -$223K – 3630
2025
Q1 		$223K Buy
4,704
+193
+4% +$9.06K ﹤0.01% 3112
2024
Q4 		$210K Sell
4,511
-543
-11% -$25.7K ﹤0.01% 3162
2024
Q3 		$244K Buy
5,054
+328
+7% +$15.6K ﹤0.01% 2986
2024
Q2 		$220K Buy
4,726
+218
+5% +$10.1K ﹤0.01% 2956
2024
Q1 		$211K Sell
4,508
-838
-16% -$39.2K ﹤0.01% 2981
2023
Q4 		$252K Buy
5,346
+883
+20% +$40.2K ﹤0.01% 2722
2023
Q3 		$201K Buy
4,463
+116
+3% +$5.32K ﹤0.01% 2809
2023
Q2 		$202K Sell
4,347
-73
-2% -$3.42K ﹤0.01% 2864
2023
Q1 		$208K Buy
+4,420
New +$207K ﹤0.01% 2789
2022
Q4 		– Sell
-8,109
Closed -$370K – 3113
2022
Q3 		$370K Sell
8,109
-466
-5% -$22.2K ﹤0.01% 2194
2022
Q2 		$410K Buy
8,575
+31
+0.4% +$1.5K ﹤0.01% 2118
2022
Q1 		$432K Sell
8,544
-675
-7% -$35.2K ﹤0.01% 2223
2021
Q4 		$500K Buy
9,219
+1,252
+16% +$68.7K ﹤0.01% 2107
2021
Q3 		$437K Sell
7,967
-3,054
-28% -$169K ﹤0.01% 2149
2021
Q2 		$603K Sell
11,021
-2,571
-19% -$140K ﹤0.01% 1907
2021
Q1 		$743K Buy
13,592
+3,715
+38% +$206K ﹤0.01% 1633
2020
Q4 		$556K Sell
9,877
-644
-6% -$36K ﹤0.01% 1702
2020
Q3 		$585K Buy
10,521
+2,170
+26% +$120K ﹤0.01% 1514
2020
Q2 		$457K Buy
8,351
+2,009
+32% +$108K ﹤0.01% 1609
2020
Q1 		$337K Buy
+6,342
New +$344K ﹤0.01% 1603

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 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
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Cambridge Investment Research Advisors's BGRN Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of iShares USD Green Bond ETF (BGRN) in Q2 2025, closing a stake of 4,704 shares — an estimated $223K sold.

Cambridge Investment Research Advisors first reported a position in BGRN in Q1 2020 and held it in 20 quarters. The position peaked at $743K in Q1 2021. 116 funds tracked by Wall St. Rank hold BGRN as of Q2 2025.

  • Cambridge Investment Research Advisors reported no remaining iShares USD Green Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 4,704 iShares USD Green Bond ETF shares in Q2 2025, an estimated $223K.
  • Cambridge Investment Research Advisors first reported a position in iShares USD Green Bond ETF in Q1 2020 and held it in 20 quarters.
  • Cambridge Investment Research Advisors's iShares USD Green Bond ETF position peaked at $743K in Q1 2021.
  • 116 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.