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Atria Wealth Solutions’s iShares USD Green Bond ETF BGRN Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-19,507
Closed -$924K – 1498
2025
Q1 		$924K Buy
19,507
+6,351
+48% +$298K 0.01% 921
2024
Q4 		$613K Sell
13,156
-449
-3% -$21.2K 0.01% 1160
2024
Q3 		$658K Buy
13,605
+143
+1% +$6.81K 0.01% 1103
2024
Q2 		$627K Buy
13,462
+721
+6% +$33.4K 0.01% 1120
2024
Q1 		$597K Buy
12,741
+127
+1% +$5.94K 0.01% 1179
2023
Q4 		$596K Sell
12,614
-379
-3% -$17.3K 0.01% 1121
2023
Q3 		$586K Sell
12,993
-3,603
-22% -$165K 0.01% 1059
2023
Q2 		$772K Buy
+16,596
New +$777K 0.01% 964

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Atria Wealth Solutions's BGRN Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares USD Green Bond ETF (BGRN) in Q2 2025, closing a stake of 19,507 shares — an estimated $924K sold.

Atria Wealth Solutions first reported a position in BGRN in Q2 2023 and held it in 8 quarters. The position peaked at $924K in Q1 2025. 116 funds tracked by Wall St. Rank hold BGRN as of Q2 2025.

  • Atria Wealth Solutions reported no remaining iShares USD Green Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 19,507 iShares USD Green Bond ETF shares in Q2 2025, an estimated $924K.
  • Atria Wealth Solutions first reported a position in iShares USD Green Bond ETF in Q2 2023 and held it in 8 quarters.
  • Atria Wealth Solutions's iShares USD Green Bond ETF position peaked at $924K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.