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Romano Brothers & Co’s iShares USD Green Bond ETF BGRN Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-500
Closed -$23K – 364
2022
Q4 		$23K Buy
+500
New +$22.9K ﹤0.01% 597

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FF
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Romano Brothers & Co's BGRN Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares USD Green Bond ETF (BGRN) in Q1 2023, closing a stake of 500 shares — an estimated $23K sold.

Romano Brothers & Co first reported a position in BGRN in Q4 2022 and held it in 1 quarter. The position peaked at $23K in Q4 2022. 87 funds tracked by Wall St. Rank hold BGRN as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares USD Green Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 500 iShares USD Green Bond ETF shares in Q1 2023, an estimated $23K.
  • Romano Brothers & Co first reported a position in iShares USD Green Bond ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares USD Green Bond ETF position peaked at $23K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.