Betterment LLC
BGRN icon

Betterment LLC’s iShares USD Green Bond ETF BGRN Stock Holding History

Betterment LLC’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 		$65.6M Buy
1,381,155
+35,572
+3% +$1.7M 0.12% 61
2025
Q4 		$64.5M Buy
1,345,583
+86,489
+7% +$4.16M 0.12% 60
2025
Q3 		$60.6M Sell
1,259,094
-51,582
-4% -$2.46M 0.12% 59
2025
Q2 		$62.5M Sell
1,310,676
-10,882
-0.8% -$512K 0.13% 55
2025
Q1 		$62.6M Buy
1,321,558
+28,503
+2% +$1.34M 0.15% 49
2024
Q4 		$60.3M Buy
1,293,055
+76,909
+6% +$3.64M 0.14% 50
2024
Q3 		$58.8M Buy
1,216,146
+32,419
+3% +$1.54M 0.14% 49
2024
Q2 		$55.1M Buy
1,183,727
+127,506
+12% +$5.91M 0.14% 48
2024
Q1 		$49.5M Buy
1,056,221
+61,561
+6% +$2.88M 0.13% 46
2023
Q4 		$47M Buy
994,660
+19,751
+2% +$899K 0.14% 40
2023
Q3 		$44M Buy
974,909
+31,771
+3% +$1.46M 0.14% 40
2023
Q2 		$43.9M Buy
943,138
+44,668
+5% +$2.09M 0.14% 41
2023
Q1 		$42.3M Buy
898,470
+21,141
+2% +$988K 0.14% 41
2022
Q4 		$40.3M Buy
877,329
+67,302
+8% +$3.08M 0.14% 38
2022
Q3 		$38.7M Hold
810,027
– – 0.14% 37
2022
Q2 		$38.7M Buy
810,027
+5,169
+0.6% +$250K 0.14% 37
2022
Q1 		$40.7M Buy
804,858
+54,552
+7% +$2.84M 0.13% 38
2021
Q4 		$40.7M Buy
750,306
+127,957
+21% +$7.02M 0.13% 37
2021
Q3 		$34.1M Buy
622,349
+125,801
+25% +$6.98M 0.11% 37
2021
Q2 		$27.2M Buy
496,548
+133,257
+37% +$7.27M 0.09% 38
2021
Q1 		$19.9M Buy
363,291
+136,121
+60% +$7.54M 0.07% 39
2020
Q4 		$12.8M Buy
+227,170
New +$12.7M 0.05% 43

Other funds holding BGRN

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 $377B AUM 19.32% 1-Year Est. Return
II
Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC's BGRN Position: Q1 2026 in Review

Betterment LLC increased its iShares USD Green Bond ETF (BGRN) stake by 2.6% in Q1 2026, buying an estimated $1.7M and bringing the position to 1,381,155 shares worth $65.6M. The position accounts for 0.12% of the portfolio, ranked #61.

Betterment LLC first reported a position in BGRN in Q4 2020 and has held it in 22 quarters since. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Betterment LLC held 1,381,155 shares of iShares USD Green Bond ETF worth $65.6M as of Q1 2026.
  • Betterment LLC bought 35,572 iShares USD Green Bond ETF shares in Q1 2026, an estimated $1.7M.
  • iShares USD Green Bond ETF made up 0.12% of Betterment LLC's portfolio in Q1 2026, its #61 holding.
  • Betterment LLC first reported a position in iShares USD Green Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.