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Personal Capital Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

Personal Capital Advisors’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
Q4 		$41.7M Buy
906,103
+31,397
+4% +$1.44M 0.2% 109
2022
Q3 		$39.9M Buy
874,706
+95,938
+12% +$4.56M 0.22% 108
2022
Q2 		$37.2M Buy
+778,768
New +$37.7M 0.19% 111

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Personal Capital Advisors's BGRN Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares USD Green Bond ETF (BGRN) stake by 3.6% in Q4 2022, buying an estimated $1.44M and bringing the position to 906,103 shares worth $41.7M. The position accounts for 0.2% of the portfolio, ranked #109.

Personal Capital Advisors first reported a position in BGRN in Q2 2022 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold BGRN as of Q4 2022.

  • Personal Capital Advisors held 906,103 shares of iShares USD Green Bond ETF worth $41.7M as of Q4 2022.
  • Personal Capital Advisors bought 31,397 iShares USD Green Bond ETF shares in Q4 2022, an estimated $1.44M.
  • iShares USD Green Bond ETF made up 0.2% of Personal Capital Advisors's portfolio in Q4 2022, its #109 holding.
  • Personal Capital Advisors first reported a position in iShares USD Green Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.