Ten Capital Wealth Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

Ten Capital Wealth Advisors’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 Q2	–	Sell	-809	Closed	-$41K	–	461
2022 Q1	$41K	Buy	+809	New	+$42.2K	0.02%	156

Other funds holding BGRN

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

PCA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

NWM

Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Ten Capital Wealth Advisors's BGRN Position: Q2 2022 in Review

Ten Capital Wealth Advisors sold out of iShares USD Green Bond ETF (BGRN) in Q2 2022, closing a stake of 809 shares — an estimated $41K sold.

Ten Capital Wealth Advisors first reported a position in BGRN in Q1 2022 and held it in 1 quarter. The position peaked at $41K in Q1 2022. 76 funds tracked by Wall St. Rank hold BGRN as of Q2 2022.

Ten Capital Wealth Advisors reported no remaining iShares USD Green Bond ETF position as of Q2 2022 after selling out during the quarter.
Ten Capital Wealth Advisors sold 809 iShares USD Green Bond ETF shares in Q2 2022, an estimated $41K.
Ten Capital Wealth Advisors first reported a position in iShares USD Green Bond ETF in Q1 2022 and held it in 1 quarter.
Ten Capital Wealth Advisors's iShares USD Green Bond ETF position peaked at $41K in Q1 2022.
76 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.