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Ladenburg Thalmann Financial Services’s iShares USD Green Bond ETF BGRN Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$27K Buy
776
+382
+97% +$20.9K ﹤0.01% 3948
2019
Q3 		$22K Buy
+394
New +$21.8K ﹤0.01% 3976

Other funds holding BGRN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BGRN Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its iShares USD Green Bond ETF (BGRN) stake by 97% in Q4 2019, buying an estimated $20.9K and bringing the position to 776 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #3948.

Ladenburg Thalmann Financial Services first reported a position in BGRN in Q3 2019 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold BGRN as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 776 shares of iShares USD Green Bond ETF worth $27K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 382 iShares USD Green Bond ETF shares in Q4 2019, an estimated $20.9K.
  • iShares USD Green Bond ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3948 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares USD Green Bond ETF in Q3 2019 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.