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Harbour Investments’s iShares USD Green Bond ETF BGRN Stock Holding History

Harbour Investments’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
-31
Closed -$1.45K – 3566
2024
Q4 		$1.45K Hold
31
– – ﹤0.01% 3084
2024
Q3 		$1.5K Hold
31
– – ﹤0.01% 3008
2024
Q2 		$1.44K Buy
+31
New +$1.44K ﹤0.01% 2907

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

Harbour Investments's BGRN Position: Q1 2025 in Review

Harbour Investments sold out of iShares USD Green Bond ETF (BGRN) in Q1 2025, closing a stake of 31 shares — an estimated $1.45K sold.

Harbour Investments first reported a position in BGRN in Q2 2024 and held it in 3 quarters. The position peaked at $1.5K in Q3 2024. 118 funds tracked by Wall St. Rank hold BGRN as of Q1 2025.

  • Harbour Investments reported no remaining iShares USD Green Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Harbour Investments sold 31 iShares USD Green Bond ETF shares in Q1 2025, an estimated $1.45K.
  • Harbour Investments first reported a position in iShares USD Green Bond ETF in Q2 2024 and held it in 3 quarters.
  • Harbour Investments's iShares USD Green Bond ETF position peaked at $1.5K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2025.

Based on Harbour Investments's 13F filing for Q1 2025, filed 8 May 2025.