Sargent Bickham Lagudis’s iShares USD Green Bond ETF BGRN Stock Holding History

Sargent Bickham Lagudis’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	$233K	Buy	5,079 +1	+0%	+$46	0.02%	251
2022 Q3	$231K	Sell	5,078 -221	-4%	-$10.5K	0.02%	230
2022 Q2	$253K	Buy	5,299 +2,574	+94%	+$125K	0.02%	226
2022 Q1	$138K	Buy	2,725 +668	+32%	+$34.8K	0.01%	295
2021 Q4	$112K	Buy	2,057 +90	+5%	+$4.94K	0.01%	319
2021 Q3	$108K	Hold	1,967	–	–	0.01%	325
2021 Q2	$108K	Sell	1,967 -20	-1%	-$1.09K	0.01%	338
2021 Q1	$109K	Buy	1,987 +424	+27%	+$23.5K	0.01%	324
2020 Q4	$88K	Hold	1,563	–	–	0.01%	349
2020 Q3	$87K	Buy	1,563 +241	+18%	+$13.3K	0.01%	313
2020 Q2	$72K	Buy	1,322 +371	+39%	+$20K	0.01%	312
2020 Q1	$50K	Buy	+951	New	+$51.6K	0.01%	339

Other funds holding BGRN

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Sargent Bickham Lagudis's BGRN Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares USD Green Bond ETF (BGRN) stake by 0.02% in Q4 2022, buying an estimated $46 and bringing the position to 5,079 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #251.

Sargent Bickham Lagudis first reported a position in BGRN in Q1 2020 and has held it in 12 quarters since. The position peaked at $253K in Q2 2022. 89 funds tracked by Wall St. Rank hold BGRN as of Q4 2022.

Sargent Bickham Lagudis held 5,079 shares of iShares USD Green Bond ETF worth $233K as of Q4 2022.
Sargent Bickham Lagudis bought 1 iShares USD Green Bond ETF share in Q4 2022, an estimated $46.
iShares USD Green Bond ETF made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #251 holding.
Sargent Bickham Lagudis first reported a position in iShares USD Green Bond ETF in Q1 2020 and has held it in 12 quarters since.
Sargent Bickham Lagudis's iShares USD Green Bond ETF position peaked at $253K in Q2 2022.
89 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.