Heritage Wealth Management (Arizona)’s iShares USD Green Bond ETF BGRN Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$109K	Buy	2,368 +1,180	+99%	+$54K	0.02%	403
2022 Q3	$54K	Sell	1,188 -96	-7%	-$4.57K	0.02%	391
2022 Q2	$61.3K	Sell	1,284 -215	-14%	-$10.4K	0.02%	386
2022 Q1	$76K	Buy	+1,499	New	+$78.2K	0.02%	406
2021 Q3	$56K	Buy	1,018 +193	+23%	+$10.7K	0.02%	429
2021 Q2	$45K	Buy	825 +141	+21%	+$7.7K	0.02%	465
2021 Q1	$37K	Buy	+684	New	+$37.9K	0.02%	420

Other funds holding BGRN

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

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

Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BGRN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares USD Green Bond ETF (BGRN) stake by 99% in Q4 2022, buying an estimated $54K and bringing the position to 2,368 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #403.

Heritage Wealth Management (Arizona) first reported a position in BGRN in Q1 2021 and has held it in 7 quarters since. 89 funds tracked by Wall St. Rank hold BGRN as of Q4 2022.

Heritage Wealth Management (Arizona) held 2,368 shares of iShares USD Green Bond ETF worth $109K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,180 iShares USD Green Bond ETF shares in Q4 2022, an estimated $54K.
iShares USD Green Bond ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #403 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares USD Green Bond ETF in Q1 2021 and has held it in 7 quarters since.
89 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.