Focus Partners Wealth
BGRN icon

Focus Partners Wealth’s iShares USD Green Bond ETF BGRN Stock Holding History

Focus Partners Wealth’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 		– Sell
-4,238
Closed -$204K – 2665
2025
Q3 		$204K Hold
4,238
– – ﹤0.01% 2052
2025
Q2 		$202K Buy
+4,238
New +$199K ﹤0.01% 1877

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Bank of America
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FF
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Royal Bank of Canada
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Creative Planning
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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

Focus Partners Wealth's BGRN Position: Q4 2025 in Review

Focus Partners Wealth sold out of iShares USD Green Bond ETF (BGRN) in Q4 2025, closing a stake of 4,238 shares — an estimated $204K sold.

Focus Partners Wealth first reported a position in BGRN in Q2 2025 and held it in 2 quarters. The position peaked at $204K in Q3 2025. 118 funds tracked by Wall St. Rank hold BGRN as of Q4 2025.

  • Focus Partners Wealth reported no remaining iShares USD Green Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 4,238 iShares USD Green Bond ETF shares in Q4 2025, an estimated $204K.
  • Focus Partners Wealth first reported a position in iShares USD Green Bond ETF in Q2 2025 and held it in 2 quarters.
  • Focus Partners Wealth's iShares USD Green Bond ETF position peaked at $204K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.