LIG
BGRN icon

Lokken Investment Group’s iShares USD Green Bond ETF BGRN Stock Holding History

Lokken Investment Group’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
Q1 		– Sell
-5,523
Closed -$300K – 126
2021
Q4 		$300K Buy
5,523
+124
+2% +$6.8K 0.21% 100
2021
Q3 		$296K Buy
+5,399
New +$300K 0.23% 89

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lokken Investment Group's BGRN Position: Q1 2022 in Review

Lokken Investment Group sold out of iShares USD Green Bond ETF (BGRN) in Q1 2022, closing a stake of 5,523 shares — an estimated $300K sold.

Lokken Investment Group first reported a position in BGRN in Q3 2021 and held it in 2 quarters. The position peaked at $300K in Q4 2021. 76 funds tracked by Wall St. Rank hold BGRN as of Q1 2022.

  • Lokken Investment Group reported no remaining iShares USD Green Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Lokken Investment Group sold 5,523 iShares USD Green Bond ETF shares in Q1 2022, an estimated $300K.
  • Lokken Investment Group first reported a position in iShares USD Green Bond ETF in Q3 2021 and held it in 2 quarters.
  • Lokken Investment Group's iShares USD Green Bond ETF position peaked at $300K in Q4 2021.
  • 76 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2022.

Based on Lokken Investment Group's 13F filing for Q1 2022, filed 11 May 2022.