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Carr Financial Group’s iShares USD Green Bond ETF BGRN Stock Holding History

Carr Financial Group’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
-10,471
Closed -$496K – 189
2025
Q1 		$496K Buy
10,471
+74
+0.7% +$3.47K 0.16% 92
2024
Q4 		$485K Buy
10,397
+144
+1% +$6.81K 0.15% 99
2024
Q3 		$496K Buy
10,253
+103
+1% +$4.9K 0.15% 106
2024
Q2 		$472K Sell
10,150
-4,466
-31% -$207K 0.15% 110
2024
Q1 		$685K Hold
14,616
– – 0.23% 75
2023
Q4 		$690K Hold
14,616
– – 0.26% 67
2023
Q3 		$658K Hold
14,616
– – 0.26% 66
2023
Q2 		$680K Hold
14,616
– – 0.27% 65
2023
Q1 		$688K Hold
14,616
– – 0.3% 61
2022
Q4 		$672K Buy
+14,616
New +$668K 0.35% 64

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

Carr Financial Group's BGRN Position: Q2 2025 in Review

Carr Financial Group sold out of iShares USD Green Bond ETF (BGRN) in Q2 2025, closing a stake of 10,471 shares — an estimated $496K sold.

Carr Financial Group first reported a position in BGRN in Q4 2022 and held it in 10 quarters. The position peaked at $690K in Q4 2023. 116 funds tracked by Wall St. Rank hold BGRN as of Q2 2025.

  • Carr Financial Group reported no remaining iShares USD Green Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Carr Financial Group sold 10,471 iShares USD Green Bond ETF shares in Q2 2025, an estimated $496K.
  • Carr Financial Group first reported a position in iShares USD Green Bond ETF in Q4 2022 and held it in 10 quarters.
  • Carr Financial Group's iShares USD Green Bond ETF position peaked at $690K in Q4 2023.
  • 116 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2025.

Based on Carr Financial Group's 13F filing for Q2 2025, filed 15 Jul 2025.