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

Fermata 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
-5,947
Closed -$282K – 234
2025
Q1 		$282K Sell
5,947
-562
-9% -$26.4K 0.05% 224
2024
Q4 		$303K Buy
+6,509
New +$308K 0.06% 202

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

Fermata Advisors's BGRN Position: Q2 2025 in Review

Fermata Advisors sold out of iShares USD Green Bond ETF (BGRN) in Q2 2025, closing a stake of 5,947 shares — an estimated $282K sold.

Fermata Advisors first reported a position in BGRN in Q4 2024 and held it in 2 quarters. The position peaked at $303K in Q4 2024. 116 funds tracked by Wall St. Rank hold BGRN as of Q2 2025.

  • Fermata Advisors reported no remaining iShares USD Green Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Fermata Advisors sold 5,947 iShares USD Green Bond ETF shares in Q2 2025, an estimated $282K.
  • Fermata Advisors first reported a position in iShares USD Green Bond ETF in Q4 2024 and held it in 2 quarters.
  • Fermata Advisors's iShares USD Green Bond ETF position peaked at $303K in Q4 2024.
  • 116 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.