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EP Wealth Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

EP Wealth Advisors’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 		$269K Sell
5,657
-1,575
-22% -$75.4K ﹤0.01% 1232
2025
Q4 		$347K Buy
+7,232
New +$348K ﹤0.01% 1055

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
II
Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

EP Wealth Advisors's BGRN Position: Q1 2026 in Review

EP Wealth Advisors reduced its iShares USD Green Bond ETF (BGRN) stake by 22% in Q1 2026, selling an estimated $75.4K and leaving 5,657 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

EP Wealth Advisors first reported a position in BGRN in Q4 2025 and has held it in 2 quarters since. The position peaked at $347K in Q4 2025. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • EP Wealth Advisors held 5,657 shares of iShares USD Green Bond ETF worth $269K as of Q1 2026.
  • EP Wealth Advisors sold 1,575 iShares USD Green Bond ETF shares in Q1 2026, an estimated $75.4K.
  • iShares USD Green Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1232 holding.
  • EP Wealth Advisors first reported a position in iShares USD Green Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's iShares USD Green Bond ETF position peaked at $347K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.