Fidelity Investments’s iShares USD Green Bond ETF BGRN Stock Holding History

Fidelity Investments’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	$4.74K	Sell	100 -4	-4%	-$190	﹤0.01%	5023
2026 Q1	$4.92K	Sell	104 -30	-22%	-$1.44K	﹤0.01%	4917
2025 Q4	$6.41K	Buy	134 +9	+7%	+$433	﹤0.01%	4837
2025 Q3	$6K	Buy	125 +82	+191%	+$3.92K	﹤0.01%	4744
2025 Q2	$2.03K	Buy	+43	New	+$2.02K	﹤0.01%	4861
2022 Q2	–	Sell	-1	Closed	–	–	4919
2022 Q1	$0	Buy	+1	New	+$52	﹤0.01%	4955
2021 Q2	–	Sell	-1	Closed	–	–	4244
2021 Q1	$0	Buy	+1	New	+$55	﹤0.01%	3981

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

Fidelity Investments's BGRN Position: Q2 2026 in Review

Fidelity Investments reduced its iShares USD Green Bond ETF (BGRN) stake by 3.8% in Q2 2026, selling an estimated $190 and leaving 100 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #5023.

Fidelity Investments first reported a position in BGRN in Q1 2021 and has held it in 7 quarters since. The position peaked at $6.41K in Q4 2025. 132 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

Fidelity Investments held 100 shares of iShares USD Green Bond ETF worth $4.74K as of Q2 2026.
Fidelity Investments sold 4 iShares USD Green Bond ETF shares in Q2 2026, an estimated $190.
iShares USD Green Bond ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5023 holding.
Fidelity Investments first reported a position in iShares USD Green Bond ETF in Q1 2021 and has held it in 7 quarters since.
Fidelity Investments's iShares USD Green Bond ETF position peaked at $6.41K in Q4 2025.
132 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.