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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
Q2 		$246K Buy
5,176
+697
+16% +$33.1K 0.02% 417
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 $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

Continuum Advisory's BGRN Position: Q2 2026 in Review

Continuum Advisory increased its iShares USD Green Bond ETF (BGRN) stake by 16% in Q2 2026, buying an estimated $33.1K and bringing the position to 5,176 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #417.

Continuum Advisory first reported a position in BGRN in Q1 2024 and has held it in 7 quarters since. 132 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Continuum Advisory held 5,176 shares of iShares USD Green Bond ETF worth $246K as of Q2 2026.
  • Continuum Advisory bought 697 iShares USD Green Bond ETF shares in Q2 2026, an estimated $33.1K.
  • iShares USD Green Bond ETF made up 0.02% of Continuum Advisory's portfolio in Q2 2026, its #417 holding.
  • Continuum Advisory first reported a position in iShares USD Green Bond ETF in Q1 2024 and has held it in 7 quarters since.
  • 132 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.