FundX Investment Group’s iShares USD Green Bond ETF BGRN Stock Holding History

FundX Investment 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
2021 Q4	$1.07M	Sell	19,776 -67	-0.3%	-$3.68K	0.26%	31
2021 Q3	$1.09M	Sell	19,843 -3,381	-15%	-$188K	0.51%	23
2021 Q2	$220	Sell	23,224 -1,337	-5%	-$73K	0.02%	37
2021 Q1	$1.34M	Buy	24,561 +1,337	+6%	+$74K	0.76%	22
2020 Q4	$1.31M	Buy	23,224 +6	+0%	+$336	0.55%	24
2020 Q3	$1.29M	Buy	23,218 +4	+0%	+$221	0.5%	23
2020 Q2	$1.27M	Buy	+23,214	New	+$1.25M	0.54%	25

Other funds holding BGRN

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NWM

Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return

KilterHowling LLC Boulder, Colorado $198M AUM 12.9% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

FundX Investment Group's BGRN Position: Q4 2021 in Review

FundX Investment Group reduced its iShares USD Green Bond ETF (BGRN) stake by 0.34% in Q4 2021, selling an estimated $3.68K and leaving 19,776 shares worth $1.07M. The position accounts for 0.26% of the portfolio, ranked #31.

FundX Investment Group first reported a position in BGRN in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.34M in Q1 2021. 76 funds tracked by Wall St. Rank hold BGRN as of Q4 2021.

FundX Investment Group held 19,776 shares of iShares USD Green Bond ETF worth $1.07M as of Q4 2021.
FundX Investment Group sold 67 iShares USD Green Bond ETF shares in Q4 2021, an estimated $3.68K.
iShares USD Green Bond ETF made up 0.26% of FundX Investment Group's portfolio in Q4 2021, its #31 holding.
FundX Investment Group first reported a position in iShares USD Green Bond ETF in Q2 2020 and has held it in 7 quarters since.
FundX Investment Group's iShares USD Green Bond ETF position peaked at $1.34M in Q1 2021.
76 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.