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BGRN icon

1 North Wealth Services’s iShares USD Green Bond ETF BGRN Stock Holding History

1 North Wealth 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
2026
Q1 		$4.04K Hold
85
– – ﹤0.01% 212
2025
Q4 		$4.08K Hold
85
– – ﹤0.01% 218
2025
Q3 		$4.09K Hold
85
– – ﹤0.01% 200
2025
Q2 		$4.05K Hold
85
– – ﹤0.01% 195
2025
Q1 		$4.03K Buy
+85
New +$3.99K ﹤0.01% 197

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
FF
Francis Financial $539M AUM 14.16% 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 $377B AUM 19.32% 1-Year Est. Return
II
Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

1 North Wealth Services's BGRN Position: Q1 2026 in Review

1 North Wealth Services held its iShares USD Green Bond ETF (BGRN) position steady in Q1 2026 at 85 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

1 North Wealth Services first reported a position in BGRN in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.09K in Q3 2025. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • 1 North Wealth Services held 85 shares of iShares USD Green Bond ETF worth $4.04K as of Q1 2026.
  • 1 North Wealth Services left its iShares USD Green Bond ETF share count unchanged in Q1 2026.
  • iShares USD Green Bond ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q1 2026, its #212 holding.
  • 1 North Wealth Services first reported a position in iShares USD Green Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 1 North Wealth Services's iShares USD Green Bond ETF position peaked at $4.09K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.