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Custom Index Systems’s iShares USD Green Bond ETF BGRN Stock Holding History

Custom Index Systems’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 		$21.4K Buy
+450
New +$21.4K 0.01% 467

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

Custom Index Systems's BGRN Position: Q2 2026 in Review

Custom Index Systems opened a new position in iShares USD Green Bond ETF (BGRN) in Q2 2026: 450 shares worth $21.4K. The stake represents 0.01% of the portfolio and ranks #467 among its holdings.

133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Custom Index Systems held 450 shares of iShares USD Green Bond ETF worth $21.4K as of Q2 2026.
  • iShares USD Green Bond ETF was a new Custom Index Systems position in Q2 2026.
  • iShares USD Green Bond ETF made up 0.01% of Custom Index Systems's portfolio in Q2 2026, its #467 holding.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.