Bank Julius Baer & Co
BGRN icon

Bank Julius Baer & Co’s iShares USD Green Bond ETF BGRN Stock Holding History

Bank Julius Baer & Co’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 		$888K Sell
18,700
-26,300
-58% -$1.26M ﹤0.01% 390
2025
Q4 		$2.16M Sell
45,000
-5,500
-11% -$265K 0.01% 318
2025
Q3 		$2.43M Buy
50,500
+7,800
+18% +$372K 0.01% 312
2025
Q2 		$2.04M Buy
42,700
+7,500
+21% +$353K 0.01% 300
2025
Q1 		$1.67M Buy
35,200
+3,303
+10% +$155K 0.01% 293
2024
Q4 		$1.64M Buy
31,897
+2,204
+7% +$104K 0.01% 283
2024
Q3 		$1.7M Sell
29,693
-1,937
-6% -$92.2K 0.01% 261
2024
Q2 		$1.64M Sell
31,630
-26,570
-46% -$1.23M 0.01% 216
2024
Q1 		$2.73M Hold
58,200
– – 0.01% 214
2023
Q4 		$2.75M Sell
58,200
-715
-1% -$32.5K 0.01% 229
2023
Q3 		$2.66M Buy
58,915
+1,785
+3% +$81.9K 0.02% 199
2023
Q2 		$2.66M Buy
57,130
+9,130
+19% +$427K 0.02% 196
2023
Q1 		$2.26M Hold
48,000
– – 0.01% 203
2022
Q4 		$2.21M Buy
48,000
+16,702
+53% +$764K 0.02% 203
2022
Q3 		$1.43M Buy
31,298
+6,298
+25% +$299K 0.01% 214
2022
Q2 		$1.19M Hold
25,000
– – 0.01% 254
2022
Q1 		$1.26M Hold
25,000
– – 0.01% 259
2021
Q4 		$1.36M Hold
25,000
– – 0.01% 311
2021
Q3 		$1.37M Buy
25,000
+9
+0% +$499 0.01% 293
2021
Q2 		$1.37M Buy
24,991
+4,991
+25% +$272K 0.01% 317
2021
Q1 		$1.09M Hold
20,000
– – 0.01% 326
2020
Q4 		$1.13M Buy
+20,000
New +$1.12M 0.01% 329

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 $445B AUM 25.58% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Bank Julius Baer & Co's BGRN Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its iShares USD Green Bond ETF (BGRN) stake by 58% in Q1 2026, selling an estimated $1.26M and leaving 18,700 shares worth $888K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Bank Julius Baer & Co first reported a position in BGRN in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.75M in Q4 2023. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Bank Julius Baer & Co held 18,700 shares of iShares USD Green Bond ETF worth $888K as of Q1 2026.
  • Bank Julius Baer & Co sold 26,300 iShares USD Green Bond ETF shares in Q1 2026, an estimated $1.26M.
  • iShares USD Green Bond ETF made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #390 holding.
  • Bank Julius Baer & Co first reported a position in iShares USD Green Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Bank Julius Baer & Co's iShares USD Green Bond ETF position peaked at $2.75M in Q4 2023.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.