Bartlett & Co Wealth Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Bartlett & Co Wealth 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 Q2	$2.42K	Hold	51	–	–	﹤0.01%	1155
2026 Q1	$2.42K	Sell	51 -64	-56%	-$3.06K	﹤0.01%	1101
2025 Q4	$5.51K	Hold	115	–	–	﹤0.01%	1000
2025 Q3	$5.54K	Hold	115	–	–	﹤0.01%	994
2025 Q2	$5.48K	Hold	115	–	–	﹤0.01%	986
2025 Q1	$5.45K	Hold	115	–	–	﹤0.01%	981
2024 Q4	$5.36K	Hold	115	–	–	﹤0.01%	966
2024 Q3	$5.56K	Hold	115	–	–	﹤0.01%	967
2024 Q2	$5.35K	Hold	115	–	–	﹤0.01%	977
2024 Q1	$5.39K	Hold	115	–	–	﹤0.01%	968
2023 Q4	$5.43K	Hold	115	–	–	﹤0.01%	1071
2023 Q3	$5.19K	Hold	115	–	–	﹤0.01%	987
2023 Q2	$5.35K	Buy	+115	New	+$5.38K	﹤0.01%	980

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

Bartlett & Co Wealth Management's BGRN Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares USD Green Bond ETF (BGRN) position steady in Q2 2026 at 51 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Bartlett & Co Wealth Management first reported a position in BGRN in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.56K in Q3 2024. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

Bartlett & Co Wealth Management held 51 shares of iShares USD Green Bond ETF worth $2.42K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares USD Green Bond ETF share count unchanged in Q2 2026.
iShares USD Green Bond ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1155 holding.
Bartlett & Co Wealth Management first reported a position in iShares USD Green Bond ETF in Q2 2023 and has held it in 13 quarters since.
Bartlett & Co Wealth Management's iShares USD Green Bond ETF position peaked at $5.56K in Q3 2024.
133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.