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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
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

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

CLA (CliftonLarsonAllen) Wealth Advisors's BGRN Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares USD Green Bond ETF (BGRN) stake by 3.7% in Q2 2026, buying an estimated $82.4K and bringing the position to 48,578 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #144.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BGRN in Q1 2021 and has held it in 22 quarters since. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 48,578 shares of iShares USD Green Bond ETF worth $2.31M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 1,736 iShares USD Green Bond ETF shares in Q2 2026, an estimated $82.4K.
  • iShares USD Green Bond ETF made up 0.03% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #144 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares USD Green Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.