JFG Wealth Management’s iShares USD Green Bond ETF BGRN Stock Holding History

JFG Wealth Management’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	-7,304	Closed	-$346K	–	65
2025 Q1	$346K	Hold	7,304	–	–	0.08%	59
2024 Q4	$341K	Hold	7,304	–	–	0.08%	72
2024 Q3	$353K	Buy	7,304 +1,224	+20%	+$58.3K	0.1%	56
2024 Q2	$283K	Buy	6,080 +509	+9%	+$23.6K	0.08%	48
2024 Q1	$261K	Buy	5,571 +445	+9%	+$20.8K	0.07%	51
2023 Q4	$242K	Hold	5,126	–	–	0.07%	68
2023 Q3	$231K	Hold	5,126	–	–	0.08%	32
2023 Q2	$239K	Hold	5,126	–	–	0.07%	34
2023 Q1	$241K	Hold	5,126	–	–	0.08%	27
2022 Q4	$236K	Buy	+5,126	New	+$234K	0.08%	31
2021 Q3	–	Sell	-3,668	Closed	-$201K	–	45
2021 Q2	$201K	Buy	+3,668	New	+$200K	0.09%	42
2020 Q4	–	Sell	-3,116	Closed	-$173K	–	52
2020 Q3	$173K	Buy	+3,116	New	+$172K	0.12%	29

Other funds holding BGRN

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Francis Financial $539M AUM 14.16% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

JFG Wealth Management's BGRN Position: Q2 2025 in Review

JFG Wealth Management sold out of iShares USD Green Bond ETF (BGRN) in Q2 2025, closing a stake of 7,304 shares — an estimated $346K sold.

JFG Wealth Management first reported a position in BGRN in Q3 2020 and held it in 12 quarters. The position peaked at $353K in Q3 2024. 116 funds tracked by Wall St. Rank hold BGRN as of Q2 2025.

JFG Wealth Management reported no remaining iShares USD Green Bond ETF position as of Q2 2025 after selling out during the quarter.
JFG Wealth Management sold 7,304 iShares USD Green Bond ETF shares in Q2 2025, an estimated $346K.
JFG Wealth Management first reported a position in iShares USD Green Bond ETF in Q3 2020 and held it in 12 quarters.
JFG Wealth Management's iShares USD Green Bond ETF position peaked at $353K in Q3 2024.
116 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2025.

Based on JFG Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.