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Trust Company of Vermont’s iShares USD Green Bond ETF BGRN Stock Holding History

Trust Company of Vermont’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
2025
Q1 		– Sell
-1,673
Closed -$78K – 1040
2024
Q4 		$78K Buy
+1,673
New +$79.1K ﹤0.01% 465

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Trust Company of Vermont's BGRN Position: Q1 2025 in Review

Trust Company of Vermont sold out of iShares USD Green Bond ETF (BGRN) in Q1 2025, closing a stake of 1,673 shares — an estimated $78K sold.

Trust Company of Vermont first reported a position in BGRN in Q4 2024 and held it in 1 quarter. The position peaked at $78K in Q4 2024. 118 funds tracked by Wall St. Rank hold BGRN as of Q1 2025.

  • Trust Company of Vermont reported no remaining iShares USD Green Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Trust Company of Vermont sold 1,673 iShares USD Green Bond ETF shares in Q1 2025, an estimated $78K.
  • Trust Company of Vermont first reported a position in iShares USD Green Bond ETF in Q4 2024 and held it in 1 quarter.
  • Trust Company of Vermont's iShares USD Green Bond ETF position peaked at $78K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2025.

Based on Trust Company of Vermont's 13F filing for Q1 2025, filed 24 Apr 2025.