Spire Wealth Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Spire Wealth 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
2023 Q4	–	Sell	-810	Closed	-$36.6K	–	2372
2023 Q3	$36.6K	Hold	810	–	–	﹤0.01%	1288
2023 Q2	$37.7K	Hold	810	–	–	﹤0.01%	1321
2023 Q1	$38.1K	Sell	810 -1	-0.1%	-$47	﹤0.01%	1318
2022 Q4	$37K	Hold	811	–	–	﹤0.01%	1095
2022 Q3	$37K	Hold	811	–	–	﹤0.01%	1068
2022 Q2	$39K	Buy	811 +1	+0.1%	+$48	﹤0.01%	1388
2022 Q1	$41K	Hold	810	–	–	﹤0.01%	1517
2021 Q4	$44K	Hold	810	–	–	﹤0.01%	1790
2021 Q3	$44K	Buy	+810	New	+$44.9K	﹤0.01%	1520

Other funds holding BGRN

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Francis Financial $539M AUM 14.16% 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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Spire Wealth Management's BGRN Position: Q4 2023 in Review

Spire Wealth Management sold out of iShares USD Green Bond ETF (BGRN) in Q4 2023, closing a stake of 810 shares — an estimated $36.6K sold.

Spire Wealth Management first reported a position in BGRN in Q3 2021 and held it in 9 quarters. The position peaked at $44K in Q4 2021. 101 funds tracked by Wall St. Rank hold BGRN as of Q4 2023.

Spire Wealth Management reported no remaining iShares USD Green Bond ETF position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 810 iShares USD Green Bond ETF shares in Q4 2023, an estimated $36.6K.
Spire Wealth Management first reported a position in iShares USD Green Bond ETF in Q3 2021 and held it in 9 quarters.
Spire Wealth Management's iShares USD Green Bond ETF position peaked at $44K in Q4 2021.
101 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.