Daffy Charitable Fund’s iShares USD Green Bond ETF BGRN Stock Holding History

Daffy Charitable Fund’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
2024 Q4	$606K	Buy	+13,006	New	+$615K	0.34%	22

Other funds holding BGRN

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Francis Financial $642M AUM 10.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Daffy Charitable Fund's BGRN Position: Q4 2024 in Review

Daffy Charitable Fund opened a new position in iShares USD Green Bond ETF (BGRN) in Q4 2024: 13,006 shares worth $606K. The stake represents 0.34% of the portfolio and ranks #22 among its holdings.

118 funds tracked by Wall St. Rank hold BGRN as of Q4 2024.

Daffy Charitable Fund held 13,006 shares of iShares USD Green Bond ETF worth $606K as of Q4 2024.
iShares USD Green Bond ETF was a new Daffy Charitable Fund position in Q4 2024.
iShares USD Green Bond ETF made up 0.34% of Daffy Charitable Fund's portfolio in Q4 2024, its #22 holding.
118 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2024.

Based on Daffy Charitable Fund's 13F filing for Q4 2024, filed 10 Nov 2026.