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 Q2	$815K	Buy	17,174 +209	+1%	+$9.92K	0.02%	553
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 New York $59.1B AUM 18.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Atomi Financial Group's BGRN Position: Q2 2026 in Review

Atomi Financial Group increased its iShares USD Green Bond ETF (BGRN) stake by 1.2% in Q2 2026, buying an estimated $9.92K and bringing the position to 17,174 shares worth $815K. The position accounts for 0.02% of the portfolio, ranked #553.

Atomi Financial Group first reported a position in BGRN in Q1 2025 and has held it in 6 quarters since. The position peaked at $842K in Q4 2025. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

Atomi Financial Group held 17,174 shares of iShares USD Green Bond ETF worth $815K as of Q2 2026.
Atomi Financial Group bought 209 iShares USD Green Bond ETF shares in Q2 2026, an estimated $9.92K.
iShares USD Green Bond ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #553 holding.
Atomi Financial Group first reported a position in iShares USD Green Bond ETF in Q1 2025 and has held it in 6 quarters since.
Atomi Financial Group's iShares USD Green Bond ETF position peaked at $842K in Q4 2025.
133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.