Cetera Investment Advisers
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Cetera Investment Advisers’s iShares USD Green Bond ETF BGRN Stock Holding History

Cetera Investment Advisers’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 		$3.07M Buy
64,685
+402
+0.6% +$19.1K ﹤0.01% 2022
2026
Q1 		$3.05M Buy
64,283
+1,477
+2% +$70.7K ﹤0.01% 1886
2025
Q4 		$3.01M Buy
62,806
+7,539
+14% +$363K ﹤0.01% 1853
2025
Q3 		$2.66M Buy
55,267
+3,460
+7% +$165K ﹤0.01% 1925
2025
Q2 		$2.47M Sell
51,807
-40,509
-44% -$1.9M ﹤0.01% 1697
2025
Q1 		$4.37M Buy
92,316
+2,112
+2% +$99.1K 0.01% 1200
2024
Q4 		$4.21M Sell
90,204
-652
-0.7% -$30.8K 0.01% 1140
2024
Q3 		$4.39M Sell
90,856
-3,092
-3% -$147K 0.01% 1068
2024
Q2 		$4.37M Buy
93,948
+1,923
+2% +$89.2K 0.01% 1069
2024
Q1 		$4.32M Buy
92,025
+86,249
+1,493% +$4.03M 0.01% 1067
2023
Q4 		$273K Buy
5,776
+268
+5% +$12.2K ﹤0.01% 1835
2023
Q3 		$249K Sell
5,508
-5,017
-48% -$230K ﹤0.01% 1848
2023
Q2 		$490K Buy
+10,525
New +$493K ﹤0.01% 1462

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

Cetera Investment Advisers's BGRN Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares USD Green Bond ETF (BGRN) stake by 0.63% in Q2 2026, buying an estimated $19.1K and bringing the position to 64,685 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

Cetera Investment Advisers first reported a position in BGRN in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.39M in Q3 2024. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Cetera Investment Advisers held 64,685 shares of iShares USD Green Bond ETF worth $3.07M as of Q2 2026.
  • Cetera Investment Advisers bought 402 iShares USD Green Bond ETF shares in Q2 2026, an estimated $19.1K.
  • iShares USD Green Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2022 holding.
  • Cetera Investment Advisers first reported a position in iShares USD Green Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Cetera Investment Advisers's iShares USD Green Bond ETF position peaked at $4.39M in Q3 2024.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.