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Brio Consultants’s iShares USD Green Bond ETF BGRN Stock Holding History

Brio Consultants’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 		$1.29M Buy
27,083
+657
+2% +$31.2K 0.15% 70
2026
Q1 		$1.25M Buy
26,426
+4,876
+23% +$233K 0.15% 68
2025
Q4 		$1.03M Buy
21,550
+1,682
+8% +$80.9K 0.13% 72
2025
Q3 		$956K Buy
19,868
+1,785
+10% +$85.2K 0.13% 73
2025
Q2 		$862K Buy
18,083
+8
+0% +$376 0.13% 73
2025
Q1 		$856K Buy
18,075
+818
+5% +$38.4K 0.13% 65
2024
Q4 		$805K Buy
17,257
+2,323
+16% +$110K 0.13% 65
2024
Q3 		$722K Buy
14,934
+875
+6% +$41.7K 0.11% 68
2024
Q2 		$654K Buy
14,059
+1,961
+16% +$91K 0.11% 66
2024
Q1 		$567K Sell
12,098
-79
-0.6% -$3.69K 0.1% 69
2023
Q4 		$575K Buy
12,177
+2,359
+24% +$107K 0.1% 67
2023
Q3 		$443K Buy
9,818
+1,042
+12% +$47.8K 0.08% 67
2023
Q2 		$408K Buy
8,776
+652
+8% +$30.5K 0.07% 71
2023
Q1 		$383K Buy
8,124
+125
+2% +$5.84K 0.07% 70
2022
Q4 		$368K Buy
7,999
+553
+7% +$25.3K 0.07% 70
2022
Q3 		$332K Buy
+7,446
New +$354K 0.07% 81

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Empower Advisory Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Brio Consultants's BGRN Position: Q2 2026 in Review

Brio Consultants increased its iShares USD Green Bond ETF (BGRN) stake by 2.5% in Q2 2026, buying an estimated $31.2K and bringing the position to 27,083 shares worth $1.29M. The position accounts for 0.15% of the portfolio, ranked #70.

Brio Consultants first reported a position in BGRN in Q3 2022 and has held it in 16 quarters since. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Brio Consultants held 27,083 shares of iShares USD Green Bond ETF worth $1.29M as of Q2 2026.
  • Brio Consultants bought 657 iShares USD Green Bond ETF shares in Q2 2026, an estimated $31.2K.
  • iShares USD Green Bond ETF made up 0.15% of Brio Consultants's portfolio in Q2 2026, its #70 holding.
  • Brio Consultants first reported a position in iShares USD Green Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.