Commonwealth Equity Services
BGRN icon

Commonwealth Equity Services’s iShares USD Green Bond ETF BGRN Stock Holding History

Commonwealth Equity Services’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
Q1 		$1.87M Buy
39,383
+1,995
+5% +$95.5K ﹤0.01% 2068
2025
Q4 		$1.79M Buy
37,388
+1,045
+3% +$50.3K ﹤0.01% 2078
2025
Q3 		$1.75M Buy
36,343
+917
+3% +$43.8K ﹤0.01% 2111
2025
Q2 		$1.69M Buy
35,426
+3,904
+12% +$184K ﹤0.01% 2126
2025
Q1 		$1.49M Sell
31,522
-887
-3% -$41.6K ﹤0.01% 2148
2024
Q4 		$1.51M Sell
32,409
-322
-1% -$15.2K ﹤0.01% 2069
2024
Q3 		$1.58M Buy
32,731
+497
+2% +$23.7K ﹤0.01% 1987
2024
Q2 		$1.5M Buy
32,234
+4,159
+15% +$193K ﹤0.01% 1987
2024
Q1 		$1.32M Buy
28,075
+11
+0% +$514 ﹤0.01% 2062
2023
Q4 		$1.32M Buy
28,064
+374
+1% +$17K ﹤0.01% 1972
2023
Q3 		$1.25M Buy
27,690
+1,452
+6% +$66.6K ﹤0.01% 1917
2023
Q2 		$1.22M Sell
26,238
-4,102
-14% -$192K ﹤0.01% 1952
2023
Q1 		$1.43K Buy
30,340
+7,503
+33% +$351K ﹤0.01% 1786
2022
Q4 		$1.05M Sell
22,837
-23,181
-50% -$1.06M ﹤0.01% 1933
2022
Q3 		$2.1M Sell
46,018
-3,545
-7% -$169K 0.01% 1385
2022
Q2 		$2.37M Sell
49,563
-371
-0.7% -$18K 0.01% 1326
2022
Q1 		$2.53M Sell
49,934
-5,044
-9% -$263K 0.01% 1354
2021
Q4 		$2.98M Sell
54,978
-18,748
-25% -$1.03M 0.01% 1233
2021
Q3 		$4.04M Buy
73,726
+19,991
+37% +$1.11M 0.01% 995
2021
Q2 		$2.94M Buy
53,735
+9,153
+21% +$499K 0.01% 1170
2021
Q1 		$2.44M Buy
44,582
+5,926
+15% +$328K 0.01% 1199
2020
Q4 		$2.17M Buy
38,656
+4,210
+12% +$236K 0.01% 1180
2020
Q3 		$1.91M Buy
34,446
+5,272
+18% +$292K 0.01% 1124
2020
Q2 		$1.6M Buy
29,174
+2,835
+11% +$153K 0.01% 1141
2020
Q1 		$1.4M Buy
26,339
+4,783
+22% +$260K 0.01% 1084
2019
Q4 		$1.16M Buy
+21,556
New +$1.18M ﹤0.01% 1333

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 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

Commonwealth Equity Services's BGRN Position: Q1 2026 in Review

Commonwealth Equity Services increased its iShares USD Green Bond ETF (BGRN) stake by 5.3% in Q1 2026, buying an estimated $95.5K and bringing the position to 39,383 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

Commonwealth Equity Services first reported a position in BGRN in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.04M in Q3 2021. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Commonwealth Equity Services held 39,383 shares of iShares USD Green Bond ETF worth $1.87M as of Q1 2026.
  • Commonwealth Equity Services bought 1,995 iShares USD Green Bond ETF shares in Q1 2026, an estimated $95.5K.
  • iShares USD Green Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2068 holding.
  • Commonwealth Equity Services first reported a position in iShares USD Green Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Commonwealth Equity Services's iShares USD Green Bond ETF position peaked at $4.04M in Q3 2021.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.