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Foster Dykema Cabot & Partners’s iShares USD Green Bond ETF BGRN Stock Holding History

Foster Dykema Cabot & Partners’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
Closed -$193 – 343
2025
Q3 		$193 Hold
4
– – ﹤0.01% 414
2025
Q2 		$191 Hold
4
– – ﹤0.01% 336
2025
Q1 		$189 Hold
4
– – ﹤0.01% 334
2024
Q4 		$186 Sell
4
-272
-99% -$12.9K ﹤0.01% 371
2024
Q3 		$13.3K Buy
276
+259
+1,524% +$12.3K ﹤0.01% 348
2024
Q2 		$791 Sell
17
-1,161
-99% -$53.8K ﹤0.01% 307
2024
Q1 		$55.2K Buy
+1,178
New +$55.1K 0.01% 175

Other funds holding BGRN

Betterment LLC
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Foster Dykema Cabot & Partners's BGRN Position: Q4 2025 in Review

Foster Dykema Cabot & Partners sold out of iShares USD Green Bond ETF (BGRN) in Q4 2025, closing a stake of 4 shares — an estimated $193 sold.

Foster Dykema Cabot & Partners first reported a position in BGRN in Q1 2024 and held it in 7 quarters. The position peaked at $55.2K in Q1 2024. 118 funds tracked by Wall St. Rank hold BGRN as of Q4 2025.

  • Foster Dykema Cabot & Partners reported no remaining iShares USD Green Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 4 iShares USD Green Bond ETF shares in Q4 2025, an estimated $193.
  • Foster Dykema Cabot & Partners first reported a position in iShares USD Green Bond ETF in Q1 2024 and held it in 7 quarters.
  • Foster Dykema Cabot & Partners's iShares USD Green Bond ETF position peaked at $55.2K in Q1 2024.
  • 118 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2025.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2025, filed 12 Feb 2026.