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

Gateway Wealth 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
2026 Q2	$2.46M	Buy	+51,724	New	+$2.45M	0.15%	171

Other funds holding BGRN

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return

EFN

Equita Financial Network Fort Washington, Pennsylvania $360M AUM 17.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return

Gateway Wealth Partners's BGRN Position: Q2 2026 in Review

Gateway Wealth Partners opened a new position in iShares USD Green Bond ETF (BGRN) in Q2 2026: 51,724 shares worth $2.46M. The stake represents 0.15% of the portfolio and ranks #171 among its holdings.

62 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

Gateway Wealth Partners held 51,724 shares of iShares USD Green Bond ETF worth $2.46M as of Q2 2026.
iShares USD Green Bond ETF was a new Gateway Wealth Partners position in Q2 2026.
iShares USD Green Bond ETF made up 0.15% of Gateway Wealth Partners's portfolio in Q2 2026, its #171 holding.
62 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.