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 Q2	$4.04K	Hold	85	–	–	﹤0.01%	244
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 New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

SWM

Shepherd Wealth Management Cincinnati, Ohio $181M AUM 21.77% 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

Francis Financial $610M AUM 16.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

1 North Wealth Services's BGRN Position: Q2 2026 in Review

1 North Wealth Services held its iShares USD Green Bond ETF (BGRN) position steady in Q2 2026 at 85 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

1 North Wealth Services first reported a position in BGRN in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.09K in Q3 2025. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

1 North Wealth Services held 85 shares of iShares USD Green Bond ETF worth $4.04K as of Q2 2026.
1 North Wealth Services left its iShares USD Green Bond ETF share count unchanged in Q2 2026.
iShares USD Green Bond ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #244 holding.
1 North Wealth Services first reported a position in iShares USD Green Bond ETF in Q1 2025 and has held it in 6 quarters since.
1 North Wealth Services's iShares USD Green Bond ETF position peaked at $4.09K in Q3 2025.
133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.