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Kades & Cheifetz’s iShares USD Green Bond ETF BGRN Stock Holding History

Kades & Cheifetz’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
2024
Q4 		$325K Buy
+6,970
New +$330K 0.17% 86

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Kades & Cheifetz's BGRN Position: Q4 2024 in Review

Kades & Cheifetz opened a new position in iShares USD Green Bond ETF (BGRN) in Q4 2024: 6,970 shares worth $325K. The stake represents 0.17% of the portfolio and ranks #86 among its holdings.

117 funds tracked by Wall St. Rank hold BGRN as of Q4 2024.

  • Kades & Cheifetz held 6,970 shares of iShares USD Green Bond ETF worth $325K as of Q4 2024.
  • iShares USD Green Bond ETF was a new Kades & Cheifetz position in Q4 2024.
  • iShares USD Green Bond ETF made up 0.17% of Kades & Cheifetz's portfolio in Q4 2024, its #86 holding.
  • 117 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.