Cassaday & Co Wealth Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Cassaday & 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	$475	Buy	+10	New	+$479	﹤0.01%	1195

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

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

Cassaday & Co Wealth Management opened a new position in iShares USD Green Bond ETF (BGRN) in Q1 2026: 10 shares worth $475. The stake represents ﹤0.01% of the portfolio and ranks #1195 among its holdings.

131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

Cassaday & Co Wealth Management held 10 shares of iShares USD Green Bond ETF worth $475 as of Q1 2026.
iShares USD Green Bond ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
iShares USD Green Bond ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1195 holding.
131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.