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 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 $52.8B AUM 15.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Francis Financial $539M AUM 14.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Bartlett & Co Wealth Management's BGRN Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its iShares USD Green Bond ETF (BGRN) stake by 56% in Q1 2026, selling an estimated $3.06K and leaving 51 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Bartlett & Co Wealth Management first reported a position in BGRN in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.56K in Q3 2024. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

Bartlett & Co Wealth Management held 51 shares of iShares USD Green Bond ETF worth $2.42K as of Q1 2026.
Bartlett & Co Wealth Management sold 64 iShares USD Green Bond ETF shares in Q1 2026, an estimated $3.06K.
iShares USD Green Bond ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1101 holding.
Bartlett & Co Wealth Management first reported a position in iShares USD Green Bond ETF in Q2 2023 and has held it in 12 quarters since.
Bartlett & Co Wealth Management's iShares USD Green Bond ETF position peaked at $5.56K in Q3 2024.
131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.