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Raleigh Capital Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Raleigh Capital Management’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 		– Sell
-775
Closed -$35K – 774
2022
Q3 		$35K Hold
775
– – 0.02% 254
2022
Q2 		$37K Hold
775
– – 0.02% 263
2022
Q1 		$39K Buy
+775
New +$40.4K 0.02% 260

Other funds holding BGRN

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Raleigh Capital Management's BGRN Position: Q4 2022 in Review

Raleigh Capital Management sold out of iShares USD Green Bond ETF (BGRN) in Q4 2022, closing a stake of 775 shares — an estimated $35K sold.

Raleigh Capital Management first reported a position in BGRN in Q1 2022 and held it in 3 quarters. The position peaked at $39K in Q1 2022. 89 funds tracked by Wall St. Rank hold BGRN as of Q4 2022.

  • Raleigh Capital Management reported no remaining iShares USD Green Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Raleigh Capital Management sold 775 iShares USD Green Bond ETF shares in Q4 2022, an estimated $35K.
  • Raleigh Capital Management first reported a position in iShares USD Green Bond ETF in Q1 2022 and held it in 3 quarters.
  • Raleigh Capital Management's iShares USD Green Bond ETF position peaked at $39K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.