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Continuum Advisory’s iShares USD Green Bond ETF BGRN Stock Holding History

Continuum Advisory’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 		$213K Buy
+4,479
New +$214K 0.02% 428
2025
Q2 		– Sell
-2,370
Closed -$112K – 524
2025
Q1 		$112K Sell
2,370
-6
-0.3% -$282 0.01% 499
2024
Q4 		$111K Buy
2,376
+1
+0% +$47 0.01% 497
2024
Q3 		$112K Buy
2,375
+19
+0.8% +$905 0.01% 501
2024
Q2 		$110K Sell
2,356
-8
-0.3% -$371 0.02% 474
2024
Q1 		$109K Buy
+2,364
New +$111K 0.02% 470

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 $137M AUM 20.69% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Continuum Advisory's BGRN Position: Q1 2026 in Review

Continuum Advisory opened a new position in iShares USD Green Bond ETF (BGRN) in Q1 2026: 4,479 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #428 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in BGRN as recently as Q1 2025.

Continuum Advisory first reported a position in BGRN in Q1 2024 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Continuum Advisory held 4,479 shares of iShares USD Green Bond ETF worth $213K as of Q1 2026.
  • iShares USD Green Bond ETF was a new Continuum Advisory position in Q1 2026.
  • iShares USD Green Bond ETF made up 0.02% of Continuum Advisory's portfolio in Q1 2026, its #428 holding.
  • Continuum Advisory first reported a position in iShares USD Green Bond ETF in Q1 2024 and has held it in 6 quarters since.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.