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Archer Investment Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Archer Investment 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 		– Sell
-11,382
Closed -$546K – 111
2025
Q4 		$546K Buy
11,382
+63
+0.6% +$3.03K 0.29% 72
2025
Q3 		$545K Buy
11,319
+170
+2% +$8.12K 0.33% 41
2025
Q2 		$531K Hold
11,149
– – 0.39% 37
2025
Q1 		$528K Sell
11,149
-815
-7% -$38.2K 0.37% 39
2024
Q4 		$558K Buy
+11,964
New +$566K 0.34% 40

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

Archer Investment Management's BGRN Position: Q1 2026 in Review

Archer Investment Management sold out of iShares USD Green Bond ETF (BGRN) in Q1 2026, closing a stake of 11,382 shares — an estimated $546K sold.

Archer Investment Management first reported a position in BGRN in Q4 2024 and held it in 5 quarters. The position peaked at $558K in Q4 2024. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Archer Investment Management reported no remaining iShares USD Green Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Archer Investment Management sold 11,382 iShares USD Green Bond ETF shares in Q1 2026, an estimated $546K.
  • Archer Investment Management first reported a position in iShares USD Green Bond ETF in Q4 2024 and held it in 5 quarters.
  • Archer Investment Management's iShares USD Green Bond ETF position peaked at $558K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Archer Investment Management's 13F filing for Q1 2026, filed 8 Apr 2026.