CCWM
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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
Q2 		$475 Hold
10
– – ﹤0.01% 1136
2026
Q1 		$475 Buy
+10
New +$479 ﹤0.01% 1195

Other funds holding BGRN

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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

Cassaday & Co Wealth Management's BGRN Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its iShares USD Green Bond ETF (BGRN) position steady in Q2 2026 at 10 shares worth $475. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Cassaday & Co Wealth Management first reported a position in BGRN in Q1 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Cassaday & Co Wealth Management held 10 shares of iShares USD Green Bond ETF worth $475 as of Q2 2026.
  • Cassaday & Co Wealth Management left its iShares USD Green Bond ETF share count unchanged in Q2 2026.
  • iShares USD Green Bond ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1136 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares USD Green Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.