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Advisory Services Network’s iShares USD Green Bond ETF BGRN Stock Holding History

Advisory Services Network’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 		– Sell
-1,834
Closed -$87.1K – 2419
2026
Q1 		$87.1K Buy
+1,834
New +$87.8K ﹤0.01% 2293
2025
Q4 		– Sell
-1,762
Closed -$84.8K – 2062
2025
Q3 		$84.8K Buy
+1,762
New +$84.1K ﹤0.01% 2160
2024
Q4 		– Sell
-21,630
Closed -$1.01M – 1585
2024
Q3 		$1.01M Hold
21,630
– – 0.02% 714
2024
Q2 		$1.01M Buy
21,630
+98
+0.5% +$4.54K 0.02% 714
2024
Q1 		$1.01M Buy
21,532
+571
+3% +$26.7K 0.02% 686
2023
Q4 		$990K Sell
20,961
-3,916
-16% -$178K 0.02% 637
2023
Q3 		$1.12M Sell
24,877
-81
-0.3% -$3.72K 0.03% 594
2023
Q2 		$1.16M Sell
24,958
-78
-0.3% -$3.65K 0.03% 569
2023
Q1 		$1.18M Sell
25,036
-561
-2% -$26.2K 0.03% 565
2022
Q4 		$1.18M Buy
25,597
+632
+3% +$28.9K 0.04% 540
2022
Q3 		$1.14M Sell
24,965
-835
-3% -$39.7K 0.04% 503
2022
Q2 		$1.23M Buy
25,800
+3,526
+16% +$171K 0.04% 498
2022
Q1 		$1.13M Buy
22,274
+1,371
+7% +$71.5K 0.03% 593
2021
Q4 		$1.13M Buy
20,903
+835
+4% +$45.8K 0.03% 566
2021
Q3 		$1.1M Buy
20,068
+3,848
+24% +$214K 0.04% 565
2021
Q2 		$888K Buy
16,220
+1,446
+10% +$78.9K 0.03% 644
2021
Q1 		$808K Buy
14,774
+5,375
+57% +$298K 0.03% 633
2020
Q4 		$529K Buy
9,399
+921
+11% +$51.5K 0.02% 714
2020
Q3 		$471K Buy
8,478
+1
+0% +$55 0.02% 651
2020
Q2 		$464K Buy
8,477
+186
+2% +$10K 0.03% 620
2020
Q1 		$440K Buy
8,291
+1,354
+20% +$73.5K 0.03% 560
2019
Q4 		$372K Buy
+6,937
New +$379K 0.02% 701

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Empower Advisory Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Advisory Services Network's BGRN Position: Q2 2026 in Review

Advisory Services Network sold out of iShares USD Green Bond ETF (BGRN) in Q2 2026, closing a stake of 1,834 shares — an estimated $87.1K sold.

Advisory Services Network first reported a position in BGRN in Q4 2019 and held it in 22 quarters. The position peaked at $1.23M in Q2 2022. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Advisory Services Network reported no remaining iShares USD Green Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 1,834 iShares USD Green Bond ETF shares in Q2 2026, an estimated $87.1K.
  • Advisory Services Network first reported a position in iShares USD Green Bond ETF in Q4 2019 and held it in 22 quarters.
  • Advisory Services Network's iShares USD Green Bond ETF position peaked at $1.23M in Q2 2022.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.