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
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 $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

Aprio Wealth Management's BGRN Position: Q1 2026 in Review

Aprio Wealth Management increased its iShares USD Green Bond ETF (BGRN) stake by 0.24% in Q1 2026, buying an estimated $1.44K and bringing the position to 12,281 shares worth $583K. The position accounts for 0.03% of the portfolio, ranked #306.

Aprio Wealth Management first reported a position in BGRN in Q4 2022 and has held it in 14 quarters since. The position peaked at $681K in Q3 2025. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Aprio Wealth Management held 12,281 shares of iShares USD Green Bond ETF worth $583K as of Q1 2026.
  • Aprio Wealth Management bought 30 iShares USD Green Bond ETF shares in Q1 2026, an estimated $1.44K.
  • iShares USD Green Bond ETF made up 0.03% of Aprio Wealth Management's portfolio in Q1 2026, its #306 holding.
  • Aprio Wealth Management first reported a position in iShares USD Green Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Aprio Wealth Management's iShares USD Green Bond ETF position peaked at $681K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.