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 Q2	$5.65K	Sell	119 -188	-61%	-$8.92K	﹤0.01%	4056
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 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

Allworth Financial's BGRN Position: Q2 2026 in Review

Allworth Financial reduced its iShares USD Green Bond ETF (BGRN) stake by 61% in Q2 2026, selling an estimated $8.92K and leaving 119 shares worth $5.65K. The position accounts for ﹤0.01% of the portfolio, ranked #4056.

Allworth Financial first reported a position in BGRN in Q2 2023 and has held it in 13 quarters since. The position peaked at $31.7K in Q3 2024. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

Allworth Financial held 119 shares of iShares USD Green Bond ETF worth $5.65K as of Q2 2026.
Allworth Financial sold 188 iShares USD Green Bond ETF shares in Q2 2026, an estimated $8.92K.
iShares USD Green Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4056 holding.
Allworth Financial first reported a position in iShares USD Green Bond ETF in Q2 2023 and has held it in 13 quarters since.
Allworth Financial's iShares USD Green Bond ETF position peaked at $31.7K in Q3 2024.
133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.