Lugano Financial Advisors SA (LFA)’s iShares USD Green Bond ETF BGRN Stock Holding History

Lugano Financial Advisors SA (LFA)’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	-5,959	Closed	-$282K	–	246
2025 Q1	$282K	Hold	5,959	–	–	0.19%	57
2024 Q4	$278K	Hold	5,959	–	–	0.18%	60
2024 Q3	$288K	Hold	5,959	–	–	0.2%	57
2024 Q2	$277K	Hold	5,959	–	–	0.21%	53
2024 Q1	$279K	Hold	5,959	–	–	0.2%	56
2023 Q4	$281K	Hold	5,959	–	–	0.22%	50
2023 Q3	$269K	Hold	5,959	–	–	0.23%	46
2023 Q2	$277K	Hold	5,959	–	–	0.18%	62
2023 Q1	$281K	Hold	5,959	–	–	0.21%	44
2022 Q4	$274K	Hold	5,959	–	–	0.2%	49
2022 Q3	$272K	Hold	5,959	–	–	0.21%	59
2022 Q2	$284K	Hold	5,959	–	–	0.2%	53
2022 Q1	$300K	Hold	5,959	–	–	0.2%	52
2021 Q4	$323K	Sell	5,959 -4,041	-40%	-$222K	0.19%	52
2021 Q3	$549K	Hold	10,000	–	–	0.36%	41
2021 Q2	$547K	Hold	10,000	–	–	0.34%	40
2021 Q1	$547K	Hold	10,000	–	–	0.38%	38
2020 Q4	$563K	Hold	10,000	–	–	0.44%	35
2020 Q3	$551K	Hold	10,000	–	–	0.51%	36
2020 Q2	$546K	Buy	+10,000	New	+$539K	0.58%	34

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

Lugano Financial Advisors SA (LFA)'s BGRN Position: Q2 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares USD Green Bond ETF (BGRN) in Q2 2025, closing a stake of 5,959 shares — an estimated $282K sold.

Lugano Financial Advisors SA (LFA) first reported a position in BGRN in Q2 2020 and held it in 20 quarters. The position peaked at $563K in Q4 2020. 116 funds tracked by Wall St. Rank hold BGRN as of Q2 2025.

Lugano Financial Advisors SA (LFA) reported no remaining iShares USD Green Bond ETF position as of Q2 2025 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 5,959 iShares USD Green Bond ETF shares in Q2 2025, an estimated $282K.
Lugano Financial Advisors SA (LFA) first reported a position in iShares USD Green Bond ETF in Q2 2020 and held it in 20 quarters.
Lugano Financial Advisors SA (LFA)'s iShares USD Green Bond ETF position peaked at $563K in Q4 2020.
116 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2025, filed 7 Aug 2025.