GPS Wealth Strategies Group’s iShares USD Green Bond ETF BGRN Stock Holding History

GPS Wealth Strategies Group’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	-103	Closed	-$4.93K	–	652
2025 Q3	$4.93K	Buy	103 +2	+2%	+$95	﹤0.01%	1268
2025 Q2	$4.83K	Buy	101 +1	+1%	+$47	﹤0.01%	1209
2025 Q1	$4.75K	Buy	+100	New	+$4.69K	﹤0.01%	1168
2023 Q4	–	Sell	-51	Closed	-$2.3K	–	1247
2023 Q3	$2.3K	Hold	51	–	–	﹤0.01%	1099
2023 Q2	$2.37K	Hold	51	–	–	﹤0.01%	1095
2023 Q1	$2.4K	Buy	+51	New	+$2.38K	﹤0.01%	1097
2022 Q4	–	Sell	-51	Closed	-$2K	–	199
2022 Q3	$2K	Hold	51	–	–	﹤0.01%	1023
2022 Q2	$2K	Hold	51	–	–	﹤0.01%	1006
2022 Q1	$3K	Hold	51	–	–	﹤0.01%	920
2021 Q4	$3K	Buy	+51	New	+$2.8K	﹤0.01%	932

Other funds holding BGRN

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Francis Financial $539M AUM 14.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

GPS Wealth Strategies Group's BGRN Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares USD Green Bond ETF (BGRN) in Q4 2025, closing a stake of 103 shares — an estimated $4.93K sold.

GPS Wealth Strategies Group first reported a position in BGRN in Q4 2021 and held it in 10 quarters. The position peaked at $4.93K in Q3 2025. 118 funds tracked by Wall St. Rank hold BGRN as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares USD Green Bond ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 103 iShares USD Green Bond ETF shares in Q4 2025, an estimated $4.93K.
GPS Wealth Strategies Group first reported a position in iShares USD Green Bond ETF in Q4 2021 and held it in 10 quarters.
GPS Wealth Strategies Group's iShares USD Green Bond ETF position peaked at $4.93K in Q3 2025.
118 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.