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Arax Advisory Partners’s iShares USD Green Bond ETF BGRN Stock Holding History

Arax Advisory Partners’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 		$315K Buy
+6,641
New +$315K ﹤0.01% 1943
2025
Q3 		– Sell
-14,272
Closed -$680K – 3656
2025
Q2 		$680K Buy
+14,272
New +$671K 0.03% 318

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

Arax Advisory Partners's BGRN Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in iShares USD Green Bond ETF (BGRN) in Q2 2026: 6,641 shares worth $315K. The stake represents ﹤0.01% of the portfolio and ranks #1943 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in BGRN as recently as Q2 2025.

Arax Advisory Partners first reported a position in BGRN in Q2 2025 and has held it in 2 quarters since. The position peaked at $680K in Q2 2025. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Arax Advisory Partners held 6,641 shares of iShares USD Green Bond ETF worth $315K as of Q2 2026.
  • iShares USD Green Bond ETF was a new Arax Advisory Partners position in Q2 2026.
  • iShares USD Green Bond ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1943 holding.
  • Arax Advisory Partners first reported a position in iShares USD Green Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • Arax Advisory Partners's iShares USD Green Bond ETF position peaked at $680K in Q2 2025.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.