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Shine Investment Advisory Services’s iShares USD Green Bond ETF BGRN Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		$9K Hold
157
– – ﹤0.01% 559
2020
Q2 		$9K Hold
157
– – ﹤0.01% 559
2020
Q1 		$8K Buy
+157
New +$8.52K ﹤0.01% 538

Other funds holding BGRN

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 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 $481M AUM 18.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Shine Investment Advisory Services's BGRN Position: Q3 2020 in Review

Shine Investment Advisory Services held its iShares USD Green Bond ETF (BGRN) position steady in Q3 2020 at 157 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Shine Investment Advisory Services first reported a position in BGRN in Q1 2020 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold BGRN as of Q3 2020.

  • Shine Investment Advisory Services held 157 shares of iShares USD Green Bond ETF worth $9K as of Q3 2020.
  • Shine Investment Advisory Services left its iShares USD Green Bond ETF share count unchanged in Q3 2020.
  • iShares USD Green Bond ETF made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #559 holding.
  • Shine Investment Advisory Services first reported a position in iShares USD Green Bond ETF in Q1 2020 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.