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Atomi Financial Group’s iShares USD Green Bond ETF BGRN Stock Holding History

Atomi Financial Group’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 		$805K Sell
16,965
-596
-3% -$28.5K 0.02% 510
2025
Q4 		$842K Buy
17,561
+384
+2% +$18.5K 0.02% 467
2025
Q3 		$827K Buy
17,177
+3,978
+30% +$190K 0.03% 451
2025
Q2 		$629K Buy
13,199
+158
+1% +$7.43K 0.02% 500
2025
Q1 		$618K Buy
+13,041
New +$612K 0.03% 447

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

Atomi Financial Group's BGRN Position: Q1 2026 in Review

Atomi Financial Group reduced its iShares USD Green Bond ETF (BGRN) stake by 3.4% in Q1 2026, selling an estimated $28.5K and leaving 16,965 shares worth $805K. The position accounts for 0.02% of the portfolio, ranked #510.

Atomi Financial Group first reported a position in BGRN in Q1 2025 and has held it in 5 quarters since. The position peaked at $842K in Q4 2025. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Atomi Financial Group held 16,965 shares of iShares USD Green Bond ETF worth $805K as of Q1 2026.
  • Atomi Financial Group sold 596 iShares USD Green Bond ETF shares in Q1 2026, an estimated $28.5K.
  • iShares USD Green Bond ETF made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #510 holding.
  • Atomi Financial Group first reported a position in iShares USD Green Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Atomi Financial Group's iShares USD Green Bond ETF position peaked at $842K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.