CCWA
BGRN icon

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
Q3 		$2.13M Sell
46,757
-1,821
-4% -$85.1K 0.03% 149
2026
Q2 		$2.31M Buy
48,578
+1,736
+4% +$82.4K 0.03% 144
2026
Q1 		$2.22M Buy
46,842
+147
+0.3% +$7.04K 0.03% 141
2025
Q4 		$2.24M Buy
46,695
+3,572
+8% +$172K 0.03% 126
2025
Q3 		$2.08M Buy
43,123
+4,018
+10% +$192K 0.03% 130
2025
Q2 		$1.86M Sell
39,105
-428
-1% -$20.1K 0.03% 134
2025
Q1 		$1.87M Buy
39,533
+22,834
+137% +$1.07M 0.03% 128
2024
Q4 		$779K Buy
16,699
+127
+0.8% +$6.01K 0.02% 157
2024
Q3 		$801K Sell
16,572
-3,383
-17% -$161K 0.02% 152
2024
Q2 		$929K Buy
19,955
+1,077
+6% +$50K 0.02% 137
2024
Q1 		$885K Sell
18,878
-110
-0.6% -$5.14K 0.02% 138
2023
Q4 		$897K Buy
18,988
+991
+6% +$45.1K 0.02% 143
2023
Q3 		$812K Buy
17,997
+705
+4% +$32.3K 0.02% 133
2023
Q2 		$805K Buy
17,292
+135
+0.8% +$6.32K 0.02% 137
2023
Q1 		$808K Buy
17,157
+1,748
+11% +$81.7K 0.02% 144
2022
Q4 		$708K Sell
15,409
-255
-2% -$11.7K 0.03% 152
2022
Q3 		$714K Buy
15,664
+1,940
+14% +$92.3K 0.09% 65
2022
Q2 		$655K Sell
13,724
-215
-2% -$10.4K 0.03% 151
2022
Q1 		$705K Buy
13,939
+1,635
+13% +$85.2K 0.03% 161
2021
Q4 		$668K Buy
12,304
+1,080
+10% +$59.3K 0.02% 149
2021
Q3 		$616K Buy
11,224
+2,353
+27% +$131K 0.02% 199
2021
Q2 		$486K Sell
8,871
-2,751
-24% -$150K 0.02% 233
2021
Q1 		$635K Buy
+11,622
New +$643K 0.03% 142

Other funds holding BGRN

MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
SRB
Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
B
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's BGRN Position: Q3 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares USD Green Bond ETF (BGRN) stake by 3.7% in Q3 2026, selling an estimated $85.1K and leaving 46,757 shares worth $2.13M. The position accounts for 0.03% of the portfolio, ranked #149.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BGRN in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.31M in Q2 2026. 12 funds tracked by Wall St. Rank hold BGRN as of Q3 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 46,757 shares of iShares USD Green Bond ETF worth $2.13M as of Q3 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,821 iShares USD Green Bond ETF shares in Q3 2026, an estimated $85.1K.
  • iShares USD Green Bond ETF made up 0.03% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q3 2026, its #149 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares USD Green Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares USD Green Bond ETF position peaked at $2.31M in Q2 2026.
  • 12 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q3 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.