Cetera Investment Advisers
BGRN icon

Cetera Investment Advisers’s iShares USD Green Bond ETF BGRN Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$3.05M Buy
64,283
+1,477
+2% +$70.7K ﹤0.01% 1886
2025
Q4 		$3.01M Buy
62,806
+7,539
+14% +$363K ﹤0.01% 1853
2025
Q3 		$2.66M Buy
55,267
+3,460
+7% +$165K ﹤0.01% 1925
2025
Q2 		$2.47M Sell
51,807
-40,509
-44% -$1.9M ﹤0.01% 1697
2025
Q1 		$4.37M Buy
92,316
+2,112
+2% +$99.1K 0.01% 1200
2024
Q4 		$4.21M Sell
90,204
-652
-0.7% -$30.8K 0.01% 1140
2024
Q3 		$4.39M Sell
90,856
-3,092
-3% -$147K 0.01% 1068
2024
Q2 		$4.37M Buy
93,948
+1,923
+2% +$89.2K 0.01% 1069
2024
Q1 		$4.32M Buy
92,025
+86,249
+1,493% +$4.03M 0.01% 1067
2023
Q4 		$273K Buy
5,776
+268
+5% +$12.2K ﹤0.01% 1835
2023
Q3 		$249K Sell
5,508
-5,017
-48% -$230K ﹤0.01% 1848
2023
Q2 		$490K Buy
+10,525
New +$493K ﹤0.01% 1462

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
II
Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return