Cetera Advisor Networks’s iShares USD Green Bond ETF BGRN Stock Holding History

Cetera Advisor Networks’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	$4M	Buy	85,304 +7,783	+10%	+$364K	0.02%	717
2023 Q4	$3.66M	Sell	77,521 -2,393	-3%	-$109K	0.02%	714
2023 Q3	$3.61M	Buy	79,914 +8,783	+12%	+$403K	0.02%	664
2023 Q2	$3.31M	Sell	71,131 -199	-0.3%	-$9.31K	0.02%	667
2023 Q1	$3.36M	Buy	71,330 +3,127	+5%	+$146K	0.02%	645
2022 Q4	$3.14M	Buy	68,203 +248	+0.4%	+$11.3K	0.03%	623
2022 Q3	$3.1M	Buy	67,955 +1,123	+2%	+$53.4K	0.04%	451
2022 Q2	$3.19M	Buy	66,832 +1,766	+3%	+$85.6K	0.04%	431
2022 Q1	$3.29M	Buy	65,066 +1,800	+3%	+$93.8K	0.04%	442
2021 Q4	$3.43M	Buy	+63,266	New	+$3.47M	0.04%	416

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

Cetera Advisor Networks's BGRN Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares USD Green Bond ETF (BGRN) stake by 10% in Q1 2024, buying an estimated $364K and bringing the position to 85,304 shares worth $4M. The position accounts for 0.02% of the portfolio, ranked #717.

Cetera Advisor Networks first reported a position in BGRN in Q4 2021 and has held it in 10 quarters since. 108 funds tracked by Wall St. Rank hold BGRN as of Q1 2024.

Cetera Advisor Networks held 85,304 shares of iShares USD Green Bond ETF worth $4M as of Q1 2024.
Cetera Advisor Networks bought 7,783 iShares USD Green Bond ETF shares in Q1 2024, an estimated $364K.
iShares USD Green Bond ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #717 holding.
Cetera Advisor Networks first reported a position in iShares USD Green Bond ETF in Q4 2021 and has held it in 10 quarters since.
108 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.