Clearstead Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

Clearstead 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	-821	Closed	-$38.9K	–	2745
2025 Q1	$38.9K	Hold	821	–	–	﹤0.01%	1238
2024 Q4	$38.3K	Hold	821	–	–	﹤0.01%	1223
2024 Q3	$39.7K	Hold	821	–	–	﹤0.01%	1256
2024 Q2	$38.2K	Sell	821 -906	-52%	-$42K	﹤0.01%	1223
2024 Q1	$80K	Hold	1,727	–	–	﹤0.01%	648
2023 Q4	$81.6K	Sell	1,727 -1,727	-50%	-$78.6K	﹤0.01%	625
2023 Q3	$156K	Buy	3,454 +1,727	+100%	+$79.2K	﹤0.01%	626
2023 Q2	$80.4K	Hold	1,727	–	–	﹤0.01%	622
2023 Q1	$81.3K	Hold	1,727	–	–	0.01%	551
2022 Q4	$79.4K	Hold	1,727	–	–	0.01%	544
2022 Q3	$79K	Sell	1,727 -2,642	-60%	-$126K	0.01%	515
2022 Q2	$209K	Sell	4,369 -4	-0.1%	-$194	0.02%	367
2022 Q1	$221K	Buy	4,373 +373	+9%	+$19.4K	0.02%	389
2021 Q4	$217K	Buy	+4,000	New	+$220K	0.01%	378

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

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

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

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

Francis Financial $539M AUM 14.16% 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

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

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Clearstead Advisors's BGRN Position: Q2 2025 in Review

Clearstead Advisors sold out of iShares USD Green Bond ETF (BGRN) in Q2 2025, closing a stake of 821 shares — an estimated $38.9K sold.

Clearstead Advisors first reported a position in BGRN in Q4 2021 and held it in 14 quarters. The position peaked at $221K in Q1 2022. 116 funds tracked by Wall St. Rank hold BGRN as of Q2 2025.

Clearstead Advisors reported no remaining iShares USD Green Bond ETF position as of Q2 2025 after selling out during the quarter.
Clearstead Advisors sold 821 iShares USD Green Bond ETF shares in Q2 2025, an estimated $38.9K.
Clearstead Advisors first reported a position in iShares USD Green Bond ETF in Q4 2021 and held it in 14 quarters.
Clearstead Advisors's iShares USD Green Bond ETF position peaked at $221K in Q1 2022.
116 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.