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Dynamic Advisor Solutions’s iShares USD Green Bond ETF BGRN Stock Holding History

Dynamic Advisor Solutions’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 		$780K Sell
16,440
-400
-2% -$19K 0.02% 546
2026
Q1 		$799K Buy
16,840
+907
+6% +$43.4K 0.03% 515
2025
Q4 		$764K Buy
15,933
+140
+0.9% +$6.73K 0.02% 520
2025
Q3 		$760K Sell
15,793
-1,166
-7% -$55.7K 0.02% 524
2025
Q2 		$808K Buy
16,959
+631
+4% +$29.7K 0.03% 502
2025
Q1 		$773K Buy
16,328
+27
+0.2% +$1.27K 0.03% 481
2024
Q4 		$760K Buy
16,301
+276
+2% +$13.1K 0.03% 363
2024
Q3 		$775K Sell
16,025
-421
-3% -$20K 0.02% 516
2024
Q2 		$765K Sell
16,446
-210
-1% -$9.74K 0.02% 515
2024
Q1 		$781K Sell
16,656
-94
-0.6% -$4.4K 0.03% 492
2023
Q4 		$784K Sell
16,750
-2,177
-12% -$99.1K 0.03% 469
2023
Q3 		$854K Buy
18,927
+488
+3% +$22.4K 0.04% 391
2023
Q2 		$858K Buy
18,439
+3,515
+24% +$165K 0.04% 376
2023
Q1 		$703K Buy
14,924
+8,808
+144% +$412K 0.04% 399
2022
Q4 		$281K Buy
+6,116
New +$280K 0.02% 569
2021
Q4 		– Sell
-6,683
Closed -$367K – 725
2021
Q3 		$367K Sell
6,683
-2,340
-26% -$130K 0.03% 514
2021
Q2 		$494K Sell
9,023
-13,558
-60% -$740K 0.04% 439
2021
Q1 		$1.23M Sell
22,581
-3,035
-12% -$168K 0.11% 214
2020
Q4 		$1.44M Buy
25,616
+17,696
+223% +$990K 0.13% 177
2020
Q3 		$440K Buy
7,920
+3,625
+84% +$201K 0.05% 342
2020
Q2 		$235K Buy
+4,295
New +$231K 0.03% 434

Other funds holding BGRN

II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $360M AUM 17.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Dynamic Advisor Solutions's BGRN Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares USD Green Bond ETF (BGRN) stake by 2.4% in Q2 2026, selling an estimated $19K and leaving 16,440 shares worth $780K. The position accounts for 0.02% of the portfolio, ranked #546.

Dynamic Advisor Solutions first reported a position in BGRN in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.44M in Q4 2020. 50 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Dynamic Advisor Solutions held 16,440 shares of iShares USD Green Bond ETF worth $780K as of Q2 2026.
  • Dynamic Advisor Solutions sold 400 iShares USD Green Bond ETF shares in Q2 2026, an estimated $19K.
  • iShares USD Green Bond ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #546 holding.
  • Dynamic Advisor Solutions first reported a position in iShares USD Green Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • Dynamic Advisor Solutions's iShares USD Green Bond ETF position peaked at $1.44M in Q4 2020.
  • 50 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.