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Halbert Hargrove Global Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

Halbert Hargrove Global 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
Q1 		– Sell
-2,804
Closed -$131K – 682
2024
Q4 		$131K Buy
+2,804
New +$133K 0.01% 103
2024
Q3 		– Sell
-4,530
Closed -$211K – 92
2024
Q2 		$211K Sell
4,530
-1,765
-28% -$81.9K 0.01% 87
2024
Q1 		$295K Buy
6,295
+7
+0.1% +$327 0.02% 82
2023
Q4 		$297K Buy
6,288
+159
+3% +$7.24K 0.02% 78
2023
Q3 		$277K Buy
6,129
+24
+0.4% +$1.1K 0.02% 73
2023
Q2 		$284K Sell
6,105
-185
-3% -$8.66K 0.02% 71
2023
Q1 		$296K Buy
6,290
+56
+0.9% +$2.62K 0.02% 111
2022
Q4 		$287K Buy
6,234
+86
+1% +$3.93K 0.02% 111
2022
Q3 		$280K Buy
6,148
+28
+0.5% +$1.33K 0.02% 116
2022
Q2 		$292K Buy
6,120
+73
+1% +$3.54K 0.02% 114
2022
Q1 		$306K Buy
+6,047
New +$315K 0.02% 116

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
FF
Francis Financial $539M AUM 14.16% 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
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
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Halbert Hargrove Global Advisors's BGRN Position: Q1 2025 in Review

Halbert Hargrove Global Advisors sold out of iShares USD Green Bond ETF (BGRN) in Q1 2025, closing a stake of 2,804 shares — an estimated $131K sold.

Halbert Hargrove Global Advisors first reported a position in BGRN in Q1 2022 and held it in 11 quarters. The position peaked at $306K in Q1 2022. 118 funds tracked by Wall St. Rank hold BGRN as of Q1 2025.

  • Halbert Hargrove Global Advisors reported no remaining iShares USD Green Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 2,804 iShares USD Green Bond ETF shares in Q1 2025, an estimated $131K.
  • Halbert Hargrove Global Advisors first reported a position in iShares USD Green Bond ETF in Q1 2022 and held it in 11 quarters.
  • Halbert Hargrove Global Advisors's iShares USD Green Bond ETF position peaked at $306K in Q1 2022.
  • 118 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.