CIBC Private Wealth Group
BGRN icon

CIBC Private Wealth Group’s iShares USD Green Bond ETF BGRN Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$295K Buy
6,152
+2,082
+51% +$100K ﹤0.01% 1033
2025
Q3 		$196K Hold
4,070
– – ﹤0.01% 1193
2025
Q2 		$194K Hold
4,070
– – ﹤0.01% 1139
2025
Q1 		$190K Hold
4,070
– – ﹤0.01% 1100
2024
Q4 		$189K Hold
4,070
– – ﹤0.01% 1179
2024
Q3 		$197K Hold
4,070
– – ﹤0.01% 1196
2024
Q2 		$190K Hold
4,070
– – ﹤0.01% 1125
2024
Q1 		$189K Buy
+4,070
New +$190K ﹤0.01% 1146

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
II
Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

CIBC Private Wealth Group's BGRN Position: Q4 2025 in Review

CIBC Private Wealth Group increased its iShares USD Green Bond ETF (BGRN) stake by 51% in Q4 2025, buying an estimated $100K and bringing the position to 6,152 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

CIBC Private Wealth Group first reported a position in BGRN in Q1 2024 and has held it in 8 quarters since. 118 funds tracked by Wall St. Rank hold BGRN as of Q4 2025.

  • CIBC Private Wealth Group held 6,152 shares of iShares USD Green Bond ETF worth $295K as of Q4 2025.
  • CIBC Private Wealth Group bought 2,082 iShares USD Green Bond ETF shares in Q4 2025, an estimated $100K.
  • iShares USD Green Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1033 holding.
  • CIBC Private Wealth Group first reported a position in iShares USD Green Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • 118 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.