Coston McIsaac & Partners’s iShares USD Green Bond ETF BGRN Stock Holding History

Coston McIsaac & 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 Q2	$2K	Hold	42	–	–	﹤0.01%	759
2026 Q1	$2K	Buy	42 +1	+2%	+$48	﹤0.01%	748
2025 Q4	$2K	Hold	41	–	–	﹤0.01%	735
2025 Q3	$1K	Buy	41 +1	+3%	+$48	﹤0.01%	746
2025 Q2	$1K	Hold	40	–	–	﹤0.01%	720
2025 Q1	$1K	Hold	40	–	–	﹤0.01%	706
2024 Q4	$1K	Buy	40 +1	+3%	+$47	﹤0.01%	706
2024 Q3	$1K	Hold	39	–	–	﹤0.01%	706
2024 Q2	$1K	Buy	39 +1	+3%	+$46	﹤0.01%	686
2024 Q1	$1K	Hold	38	–	–	﹤0.01%	676
2023 Q4	$1K	Hold	38	–	–	﹤0.01%	671
2023 Q3	$1K	Buy	38 +1	+3%	+$46	﹤0.01%	673
2023 Q2	$1K	Hold	37	–	–	﹤0.01%	716
2023 Q1	$1K	Hold	37	–	–	﹤0.01%	743
2022 Q4	$1K	Buy	37 +1	+3%	+$46	﹤0.01%	713
2022 Q3	$1K	Sell	36 -147	-80%	-$6.99K	﹤0.01%	631
2022 Q2	$9K	Buy	+183	New	+$8.87K	0.01%	279

Other funds holding BGRN

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Coston McIsaac & Partners's BGRN Position: Q2 2026 in Review

Coston McIsaac & Partners held its iShares USD Green Bond ETF (BGRN) position steady in Q2 2026 at 42 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Coston McIsaac & Partners first reported a position in BGRN in Q2 2022 and has held it in 17 quarters since. The position peaked at $9K in Q2 2022. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

Coston McIsaac & Partners held 42 shares of iShares USD Green Bond ETF worth $2K as of Q2 2026.
Coston McIsaac & Partners left its iShares USD Green Bond ETF share count unchanged in Q2 2026.
iShares USD Green Bond ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #759 holding.
Coston McIsaac & Partners first reported a position in iShares USD Green Bond ETF in Q2 2022 and has held it in 17 quarters since.
Coston McIsaac & Partners's iShares USD Green Bond ETF position peaked at $9K in Q2 2022.
133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.