AWM
BGRN icon

Aprio Wealth Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Aprio Wealth Management’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 		$458K Sell
9,656
-2,625
-21% -$125K 0.02% 399
2026
Q1 		$583K Buy
12,281
+30
+0.2% +$1.44K 0.03% 306
2025
Q4 		$587K Sell
12,251
-1,902
-13% -$91.5K 0.03% 281
2025
Q3 		$681K Buy
14,153
+102
+0.7% +$4.87K 0.07% 168
2025
Q2 		$670K Buy
14,051
+533
+4% +$25.1K 0.08% 152
2025
Q1 		$640K Buy
13,518
+574
+4% +$26.9K 0.08% 149
2024
Q4 		$603K Buy
12,944
+167
+1% +$7.9K 0.09% 122
2024
Q3 		$618K Buy
12,777
+36
+0.3% +$1.71K 0.1% 110
2024
Q2 		$593K Buy
12,741
+555
+5% +$25.7K 0.11% 103
2024
Q1 		$571K Buy
12,186
+473
+4% +$22.1K 0.11% 94
2023
Q4 		$553K Buy
11,713
+470
+4% +$21.4K 0.12% 90
2023
Q3 		$507K Buy
11,243
+489
+5% +$22.4K 0.14% 80
2023
Q2 		$500K Buy
10,754
+379
+4% +$17.7K 0.14% 77
2023
Q1 		$489K Sell
10,375
-2,715
-21% -$127K 0.15% 66
2022
Q4 		$602K Buy
+13,090
New +$599K 0.21% 54

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

Aprio Wealth Management's BGRN Position: Q2 2026 in Review

Aprio Wealth Management reduced its iShares USD Green Bond ETF (BGRN) stake by 21% in Q2 2026, selling an estimated $125K and leaving 9,656 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #399.

Aprio Wealth Management first reported a position in BGRN in Q4 2022 and has held it in 15 quarters since. The position peaked at $681K in Q3 2025. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Aprio Wealth Management held 9,656 shares of iShares USD Green Bond ETF worth $458K as of Q2 2026.
  • Aprio Wealth Management sold 2,625 iShares USD Green Bond ETF shares in Q2 2026, an estimated $125K.
  • iShares USD Green Bond ETF made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #399 holding.
  • Aprio Wealth Management first reported a position in iShares USD Green Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Aprio Wealth Management's iShares USD Green Bond ETF position peaked at $681K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.