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BGRN icon

Allworth Financial’s iShares USD Green Bond ETF BGRN Stock Holding History

Allworth Financial’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 		$14.6K Sell
307
-323
-51% -$15.5K ﹤0.01% 3219
2025
Q4 		$30.2K Buy
630
+511
+429% +$24.6K ﹤0.01% 2533
2025
Q3 		$5.73K Hold
119
– – ﹤0.01% 3474
2025
Q2 		$5.67K Hold
119
– – ﹤0.01% 3197
2025
Q1 		$5.59K Sell
119
-316
-73% -$14.8K ﹤0.01% 2698
2024
Q4 		$20.3K Sell
435
-220
-34% -$10.4K ﹤0.01% 2095
2024
Q3 		$31.7K Buy
655
+316
+93% +$15K ﹤0.01% 1623
2024
Q2 		$15.9K Hold
339
– – ﹤0.01% 2016
2024
Q1 		$15.9K Hold
339
– – ﹤0.01% 1901
2023
Q4 		$16K Buy
339
+220
+185% +$10K ﹤0.01% 1762
2023
Q3 		$5.37K Hold
119
– – ﹤0.01% 2071
2023
Q2 		$5.54K Buy
+119
New +$5.57K ﹤0.01% 2053

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

Allworth Financial's BGRN Position: Q1 2026 in Review

Allworth Financial reduced its iShares USD Green Bond ETF (BGRN) stake by 51% in Q1 2026, selling an estimated $15.5K and leaving 307 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3219.

Allworth Financial first reported a position in BGRN in Q2 2023 and has held it in 12 quarters since. The position peaked at $31.7K in Q3 2024. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Allworth Financial held 307 shares of iShares USD Green Bond ETF worth $14.6K as of Q1 2026.
  • Allworth Financial sold 323 iShares USD Green Bond ETF shares in Q1 2026, an estimated $15.5K.
  • iShares USD Green Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3219 holding.
  • Allworth Financial first reported a position in iShares USD Green Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Allworth Financial's iShares USD Green Bond ETF position peaked at $31.7K in Q3 2024.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.