Farther Finance Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

Farther Finance 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 Q2	$45.8K	Sell	965 -1,477	-60%	-$70.1K	﹤0.01%	3307
2026 Q1	$115K	Buy	+2,442	New	+$117K	﹤0.01%	2410
2025 Q2	–	Sell	-98	Closed	-$4.63K	–	4513
2025 Q1	$4.63K	Buy	+98	New	+$4.6K	﹤0.01%	3094
2024 Q1	–	Sell	-58	Closed	-$2.74K	–	3604
2023 Q4	$2.74K	Buy	+58	New	+$2.64K	﹤0.01%	2291
2023 Q2	–	Sell	-32	Closed	-$1.51K	–	2505
2023 Q1	$1.51K	Buy	+32	New	+$1.5K	﹤0.01%	1734

Other funds holding BGRN

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Farther Finance Advisors's BGRN Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares USD Green Bond ETF (BGRN) stake by 60% in Q2 2026, selling an estimated $70.1K and leaving 965 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3307.

Farther Finance Advisors first reported a position in BGRN in Q1 2023 and has held it in 5 quarters since. The position peaked at $115K in Q1 2026. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

Farther Finance Advisors held 965 shares of iShares USD Green Bond ETF worth $45.8K as of Q2 2026.
Farther Finance Advisors sold 1,477 iShares USD Green Bond ETF shares in Q2 2026, an estimated $70.1K.
iShares USD Green Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3307 holding.
Farther Finance Advisors first reported a position in iShares USD Green Bond ETF in Q1 2023 and has held it in 5 quarters since.
Farther Finance Advisors's iShares USD Green Bond ETF position peaked at $115K in Q1 2026.
133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.