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BGRN icon

Blue Barn Wealth’s iShares USD Green Bond ETF BGRN Stock Holding History

Blue Barn Wealth’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
Q4 		– Sell
-16,633
Closed -$801K – 65
2025
Q3 		$801K Sell
16,633
-4,555
-21% -$217K 0.35% 48
2025
Q2 		$1.01M Buy
21,188
+763
+4% +$35.9K 0.48% 39
2025
Q1 		$967K Buy
20,425
+1,168
+6% +$54.8K 0.5% 37
2024
Q4 		$898K Buy
19,257
+134
+0.7% +$6.34K 0.47% 39
2024
Q3 		$924K Hold
19,123
– – 0.47% 38
2024
Q2 		$890K Buy
19,123
+5
+0% +$232 0.5% 38
2024
Q1 		$896K Sell
19,118
-42
-0.2% -$1.96K 0.5% 38
2023
Q4 		$905K Sell
19,160
-10
-0.1% -$455 0.54% 35
2023
Q3 		$865K Buy
19,170
+2,449
+15% +$112K 0.57% 36
2023
Q2 		$778K Sell
16,721
-270
-2% -$12.6K 0.51% 34
2023
Q1 		$800K Buy
16,991
+991
+6% +$46.3K 0.5% 36
2022
Q4 		$736K Buy
16,000
+203
+1% +$9.29K 0.48% 37
2022
Q3 		$720K Sell
15,797
-14
-0.1% -$666 0.51% 36
2022
Q2 		$755K Buy
15,811
+136
+0.9% +$6.59K 0.58% 35
2022
Q1 		$793K Buy
15,675
+54
+0.3% +$2.82K 0.55% 37
2021
Q4 		$848K Buy
15,621
+1,161
+8% +$63.7K 0.57% 36
2021
Q3 		$793K Hold
14,460
– – 0.7% 34
2021
Q2 		$792K Buy
+14,460
New +$789K 0.81% 33

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
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
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

Blue Barn Wealth's BGRN Position: Q4 2025 in Review

Blue Barn Wealth sold out of iShares USD Green Bond ETF (BGRN) in Q4 2025, closing a stake of 16,633 shares — an estimated $801K sold.

Blue Barn Wealth first reported a position in BGRN in Q2 2021 and held it in 18 quarters. The position peaked at $1.01M in Q2 2025. 118 funds tracked by Wall St. Rank hold BGRN as of Q4 2025.

  • Blue Barn Wealth reported no remaining iShares USD Green Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 16,633 iShares USD Green Bond ETF shares in Q4 2025, an estimated $801K.
  • Blue Barn Wealth first reported a position in iShares USD Green Bond ETF in Q2 2021 and held it in 18 quarters.
  • Blue Barn Wealth's iShares USD Green Bond ETF position peaked at $1.01M in Q2 2025.
  • 118 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.