Clarity Asset Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Clarity Asset Management’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	–	Sell	-2,809	Closed	-$133K	–	91
2026 Q1	$133K	Buy	2,809 +1,283	+84%	+$61.4K	0.07%	85
2025 Q4	$73.2K	Buy	1,526 +21	+1%	+$1.01K	0.04%	75
2025 Q3	$72.4K	Buy	1,505 +16	+1%	+$764	0.04%	79
2025 Q2	$71K	Buy	1,489 +2	+0.1%	+$94	0.04%	80
2025 Q1	$70.4K	Sell	1,487 -156	-9%	-$7.32K	0.05%	66
2024 Q4	$76.6K	Buy	1,643 +33	+2%	+$1.56K	0.05%	68
2024 Q3	$77.8K	Sell	1,610 -1,861	-54%	-$88.6K	0.05%	62
2024 Q2	$162K	Sell	3,471 -117	-3%	-$5.43K	0.11%	36
2024 Q1	$168K	Sell	3,588 -55	-2%	-$2.57K	0.12%	36
2023 Q4	$172K	Buy	+3,643	New	+$166K	0.14%	35

Other funds holding BGRN

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

OFG

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

SRB

Shotwell Rutter Baer Lansing, Michigan $182M AUM 17.21% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Clarity Asset Management's BGRN Position: Q2 2026 in Review

Clarity Asset Management sold out of iShares USD Green Bond ETF (BGRN) in Q2 2026, closing a stake of 2,809 shares — an estimated $133K sold.

Clarity Asset Management first reported a position in BGRN in Q4 2023 and held it in 10 quarters. The position peaked at $172K in Q4 2023. 32 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

Clarity Asset Management reported no remaining iShares USD Green Bond ETF position as of Q2 2026 after selling out during the quarter.
Clarity Asset Management sold 2,809 iShares USD Green Bond ETF shares in Q2 2026, an estimated $133K.
Clarity Asset Management first reported a position in iShares USD Green Bond ETF in Q4 2023 and held it in 10 quarters.
Clarity Asset Management's iShares USD Green Bond ETF position peaked at $172K in Q4 2023.
32 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.