GMA
BGRN icon

Glassy Mountain Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

Glassy Mountain 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
Q1 		$14.4K Sell
304
-25
-8% -$1.2K ﹤0.01% 77
2025
Q4 		$15.8K Hold
329
– – ﹤0.01% 77
2025
Q3 		$15.8K Buy
+329
New +$15.7K ﹤0.01% 79

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 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

Glassy Mountain Advisors's BGRN Position: Q1 2026 in Review

Glassy Mountain Advisors reduced its iShares USD Green Bond ETF (BGRN) stake by 7.6% in Q1 2026, selling an estimated $1.2K and leaving 304 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #77.

Glassy Mountain Advisors first reported a position in BGRN in Q3 2025 and has held it in 3 quarters since. The position peaked at $15.8K in Q3 2025. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Glassy Mountain Advisors held 304 shares of iShares USD Green Bond ETF worth $14.4K as of Q1 2026.
  • Glassy Mountain Advisors sold 25 iShares USD Green Bond ETF shares in Q1 2026, an estimated $1.2K.
  • iShares USD Green Bond ETF made up ﹤0.01% of Glassy Mountain Advisors's portfolio in Q1 2026, its #77 holding.
  • Glassy Mountain Advisors first reported a position in iShares USD Green Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Glassy Mountain Advisors's iShares USD Green Bond ETF position peaked at $15.8K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Glassy Mountain Advisors's 13F filing for Q1 2026, filed 8 May 2026.