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Atomic Invest LLC’s iShares USD Green Bond ETF BGRN Stock Holding History

Atomic Invest LLC’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
2025
Q4 		$169K Buy
+3,518
New +$169K 0.1% 56

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Atomic Invest LLC's BGRN Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in iShares USD Green Bond ETF (BGRN) in Q4 2025: 3,518 shares worth $169K. The stake represents 0.1% of the portfolio and ranks #56 among its holdings.

119 funds tracked by Wall St. Rank hold BGRN as of Q4 2025.

  • Atomic Invest LLC held 3,518 shares of iShares USD Green Bond ETF worth $169K as of Q4 2025.
  • iShares USD Green Bond ETF was a new Atomic Invest LLC position in Q4 2025.
  • iShares USD Green Bond ETF made up 0.1% of Atomic Invest LLC's portfolio in Q4 2025, its #56 holding.
  • 119 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.