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Congress Wealth Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Congress Wealth 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
2025
Q2 		$259K Buy
5,423
+972
+22% +$45.7K ﹤0.01% 1104
2025
Q1 		$211K Buy
+4,451
New +$209K ﹤0.01% 1026
2024
Q4 		– Sell
-4,839
Closed -$234K – 874
2024
Q3 		$234K Buy
+4,839
New +$230K ﹤0.01% 791

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Congress Wealth Management's BGRN Position: Q2 2025 in Review

Congress Wealth Management increased its iShares USD Green Bond ETF (BGRN) stake by 22% in Q2 2025, buying an estimated $45.7K and bringing the position to 5,423 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Congress Wealth Management first reported a position in BGRN in Q3 2024 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold BGRN as of Q2 2025.

  • Congress Wealth Management held 5,423 shares of iShares USD Green Bond ETF worth $259K as of Q2 2025.
  • Congress Wealth Management bought 972 iShares USD Green Bond ETF shares in Q2 2025, an estimated $45.7K.
  • iShares USD Green Bond ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1104 holding.
  • Congress Wealth Management first reported a position in iShares USD Green Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.