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Better Money Decisions’s iShares USD Green Bond ETF BGRN Stock Holding History

Better Money Decisions’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 		$768K Buy
16,112
+362
+2% +$17K 0.47% 39
2025
Q1 		$746K Buy
15,750
+656
+4% +$30.8K 0.5% 36
2024
Q4 		$704K Buy
15,094
+2,328
+18% +$110K 0.49% 38
2024
Q3 		$617K Sell
12,766
-2,884
-18% -$137K 0.44% 38
2024
Q2 		$728K Buy
15,650
+676
+5% +$31.4K 0.55% 31
2024
Q1 		$702K Sell
14,974
-659
-4% -$30.8K 0.56% 31
2023
Q4 		$738K Sell
15,633
-1,222
-7% -$55.6K 0.61% 30
2023
Q3 		$761K Sell
16,855
-307
-2% -$14.1K 0.67% 28
2023
Q2 		$799K Buy
17,162
+3,918
+30% +$183K 0.65% 29
2023
Q1 		$624K Buy
13,244
+3,083
+30% +$144K 0.53% 33
2022
Q4 		$467K Buy
10,161
+1,647
+19% +$75.3K 0.41% 40
2022
Q3 		$388K Buy
8,514
+939
+12% +$44.7K 0.38% 39
2022
Q2 		$362K Buy
+7,575
New +$367K 0.31% 41

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

Better Money Decisions's BGRN Position: Q2 2025 in Review

Better Money Decisions increased its iShares USD Green Bond ETF (BGRN) stake by 2.3% in Q2 2025, buying an estimated $17K and bringing the position to 16,112 shares worth $768K. The position accounts for 0.47% of the portfolio, ranked #39.

Better Money Decisions first reported a position in BGRN in Q2 2022 and has held it in 13 quarters since. The position peaked at $799K in Q2 2023. 116 funds tracked by Wall St. Rank hold BGRN as of Q2 2025.

  • Better Money Decisions held 16,112 shares of iShares USD Green Bond ETF worth $768K as of Q2 2025.
  • Better Money Decisions bought 362 iShares USD Green Bond ETF shares in Q2 2025, an estimated $17K.
  • iShares USD Green Bond ETF made up 0.47% of Better Money Decisions's portfolio in Q2 2025, its #39 holding.
  • Better Money Decisions first reported a position in iShares USD Green Bond ETF in Q2 2022 and has held it in 13 quarters since.
  • Better Money Decisions's iShares USD Green Bond ETF position peaked at $799K in Q2 2023.
  • 116 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.