Corepath Wealth Partners
BGRN icon

Corepath Wealth Partners’s iShares USD Green Bond ETF BGRN Stock Holding History

Corepath Wealth Partners’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
Q3 		– Sell
-6,097
Closed -$287K – 35
2026
Q2 		$287K Buy
+6,097
New +$289K 0.18% 33

Other funds holding BGRN

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Midwest Financial Partners Investments
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
Shotwell Rutter Baer
Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Corepath Wealth Partners's BGRN Position: Q3 2026 in Review

Corepath Wealth Partners sold out of iShares USD Green Bond ETF (BGRN) in Q3 2026, closing a stake of 6,097 shares — an estimated $287K sold.

Corepath Wealth Partners first reported a position in BGRN in Q2 2026 and held it in 1 quarter. The position peaked at $287K in Q2 2026. 22 funds tracked by Wall St. Rank hold BGRN as of Q3 2026.

  • Corepath Wealth Partners reported no remaining iShares USD Green Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Corepath Wealth Partners sold 6,097 iShares USD Green Bond ETF shares in Q3 2026, an estimated $287K.
  • Corepath Wealth Partners first reported a position in iShares USD Green Bond ETF in Q2 2026 and held it in 1 quarter.
  • Corepath Wealth Partners's iShares USD Green Bond ETF position peaked at $287K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.