CBIZ Investment Advisory Services’s iShares USD Green Bond ETF BGRN Stock Holding History

CBIZ Investment Advisory Services’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	$52K	Hold	1,095	–	–	﹤0.01%	90
2025 Q4	$52.5K	Buy	1,095 +4	+0.4%	+$192	﹤0.01%	138
2025 Q3	$52.5K	Buy	1,091 +11	+1%	+$525	﹤0.01%	123
2025 Q2	$51.5K	Buy	1,080 +12	+1%	+$564	﹤0.01%	131
2025 Q1	$50.6K	Buy	1,068 +7	+0.7%	+$328	﹤0.01%	114
2024 Q4	$49.5K	Buy	1,061 +15	+1%	+$709	﹤0.01%	110
2024 Q3	$50.6K	Buy	1,046 +10	+1%	+$476	﹤0.01%	109
2024 Q2	$48.2K	Buy	1,036 +11	+1%	+$510	﹤0.01%	107
2024 Q1	$48.1K	Buy	+1,025	New	+$47.9K	﹤0.01%	104

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

CBIZ Investment Advisory Services's BGRN Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its iShares USD Green Bond ETF (BGRN) position steady in Q1 2026 at 1,095 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #90.

CBIZ Investment Advisory Services first reported a position in BGRN in Q1 2024 and has held it in 9 quarters since. The position peaked at $52.5K in Q3 2025. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

CBIZ Investment Advisory Services held 1,095 shares of iShares USD Green Bond ETF worth $52K as of Q1 2026.
CBIZ Investment Advisory Services left its iShares USD Green Bond ETF share count unchanged in Q1 2026.
iShares USD Green Bond ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #90 holding.
CBIZ Investment Advisory Services first reported a position in iShares USD Green Bond ETF in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's iShares USD Green Bond ETF position peaked at $52.5K in Q3 2025.
131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.