Equita Financial Network’s iShares USD Green Bond ETF BGRN Stock Holding History

Equita Financial Network’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	$1.1M	Sell	23,254 -558	-2%	-$26.7K	0.35%	38
2025 Q4	$1.14M	Buy	23,812 +6,671	+39%	+$321K	0.34%	38
2025 Q3	$825K	Buy	17,141 +4,733	+38%	+$226K	0.28%	45
2025 Q2	$591K	Buy	12,408 +3,937	+46%	+$185K	0.24%	51
2025 Q1	$401K	Buy	8,471 +2,164	+34%	+$102K	0.14%	66
2024 Q4	$294K	Buy	6,307 +8	+0.1%	+$378	0.11%	69
2024 Q3	$304K	Buy	6,299 +1,561	+33%	+$74.3K	0.11%	68
2024 Q2	$221K	Buy	+4,738	New	+$220K	0.09%	72

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 $144M AUM 17.92% 1-Year Est. Return

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

Equita Financial Network's BGRN Position: Q1 2026 in Review

Equita Financial Network reduced its iShares USD Green Bond ETF (BGRN) stake by 2.3% in Q1 2026, selling an estimated $26.7K and leaving 23,254 shares worth $1.1M. The position accounts for 0.35% of the portfolio, ranked #38.

Equita Financial Network first reported a position in BGRN in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q4 2025. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

Equita Financial Network held 23,254 shares of iShares USD Green Bond ETF worth $1.1M as of Q1 2026.
Equita Financial Network sold 558 iShares USD Green Bond ETF shares in Q1 2026, an estimated $26.7K.
iShares USD Green Bond ETF made up 0.35% of Equita Financial Network's portfolio in Q1 2026, its #38 holding.
Equita Financial Network first reported a position in iShares USD Green Bond ETF in Q2 2024 and has held it in 8 quarters since.
Equita Financial Network's iShares USD Green Bond ETF position peaked at $1.14M in Q4 2025.
131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.