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 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	$1	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	$1	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 $52.8B AUM 15.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Francis Financial $539M AUM 14.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Coston McIsaac & Partners's BGRN Position: Q1 2026 in Review

Coston McIsaac & Partners increased its iShares USD Green Bond ETF (BGRN) stake by 2.4% in Q1 2026, buying an estimated $48 and bringing the position to 42 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Coston McIsaac & Partners first reported a position in BGRN in Q2 2022 and has held it in 16 quarters since. The position peaked at $9K in Q2 2022. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

Coston McIsaac & Partners held 42 shares of iShares USD Green Bond ETF worth $2K as of Q1 2026.
Coston McIsaac & Partners bought 1 iShares USD Green Bond ETF share in Q1 2026, an estimated $48.
iShares USD Green Bond ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q1 2026, its #748 holding.
Coston McIsaac & Partners first reported a position in iShares USD Green Bond ETF in Q2 2022 and has held it in 16 quarters since.
Coston McIsaac & Partners's iShares USD Green Bond ETF position peaked at $9K in Q2 2022.
131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.