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PFG Investments’s iShares USD Green Bond ETF BGRN Stock Holding History

PFG Investments’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
Q1 		– Sell
-4,949
Closed -$231K – 1026
2024
Q4 		$231K Sell
4,949
-2,034
-29% -$96.2K 0.01% 834
2024
Q3 		$338K Sell
6,983
-755
-10% -$35.9K 0.02% 662
2024
Q2 		$360K Sell
7,738
-98
-1% -$4.54K 0.03% 573
2024
Q1 		$367K Buy
+7,836
New +$366K 0.02% 653
2023
Q4 		– Sell
-7,425
Closed -$335K – 488
2023
Q3 		$335K Buy
7,425
+18
+0.2% +$826 0.06% 326
2023
Q2 		$345K Buy
7,407
+453
+7% +$21.2K 0.06% 340
2023
Q1 		$327K Buy
+6,954
New +$325K 0.07% 323

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

PFG Investments's BGRN Position: Q1 2025 in Review

PFG Investments sold out of iShares USD Green Bond ETF (BGRN) in Q1 2025, closing a stake of 4,949 shares — an estimated $231K sold.

PFG Investments first reported a position in BGRN in Q1 2023 and held it in 7 quarters. The position peaked at $367K in Q1 2024. 118 funds tracked by Wall St. Rank hold BGRN as of Q1 2025.

  • PFG Investments reported no remaining iShares USD Green Bond ETF position as of Q1 2025 after selling out during the quarter.
  • PFG Investments sold 4,949 iShares USD Green Bond ETF shares in Q1 2025, an estimated $231K.
  • PFG Investments first reported a position in iShares USD Green Bond ETF in Q1 2023 and held it in 7 quarters.
  • PFG Investments's iShares USD Green Bond ETF position peaked at $367K in Q1 2024.
  • 118 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2025.

Based on PFG Investments's 13F filing for Q1 2025, filed 22 Apr 2025.