JY
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Jeff Yass’s iShares USD Green Bond ETF BGRN Stock Holding History

Jeff Yass’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
-13,605
Closed -$644K – 12661
2025
Q1 		$644K Buy
+13,605
New +$638K ﹤0.01% 8343
2022
Q3 		– Sell
-9,597
Closed -$458K – 13161
2022
Q2 		$458K Buy
+9,597
New +$465K ﹤0.01% 8493

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Jeff Yass's BGRN Position: Q2 2025 in Review

Jeff Yass sold out of iShares USD Green Bond ETF (BGRN) in Q2 2025, closing a stake of 13,605 shares — an estimated $644K sold.

Jeff Yass first reported a position in BGRN in Q2 2022 and held it in 2 quarters. The position peaked at $644K in Q1 2025. 116 funds tracked by Wall St. Rank hold BGRN as of Q2 2025.

  • Jeff Yass reported no remaining iShares USD Green Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Jeff Yass sold 13,605 iShares USD Green Bond ETF shares in Q2 2025, an estimated $644K.
  • Jeff Yass first reported a position in iShares USD Green Bond ETF in Q2 2022 and held it in 2 quarters.
  • Jeff Yass's iShares USD Green Bond ETF position peaked at $644K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2025.

Based on Susquehanna International Group's 13F filing for Q2 2025, filed 14 Aug 2025.