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GWN Securities’s iShares USD Green Bond ETF BGRN Stock Holding History

GWN Securities’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 		$326K Buy
6,873
+2,043
+42% +$97.8K 0.06% 341
2025
Q4 		$232K Buy
+4,830
New +$232K 0.05% 391

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

GWN Securities's BGRN Position: Q1 2026 in Review

GWN Securities increased its iShares USD Green Bond ETF (BGRN) stake by 42% in Q1 2026, buying an estimated $97.8K and bringing the position to 6,873 shares worth $326K. The position accounts for 0.06% of the portfolio, ranked #341.

GWN Securities first reported a position in BGRN in Q4 2025 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • GWN Securities held 6,873 shares of iShares USD Green Bond ETF worth $326K as of Q1 2026.
  • GWN Securities bought 2,043 iShares USD Green Bond ETF shares in Q1 2026, an estimated $97.8K.
  • iShares USD Green Bond ETF made up 0.06% of GWN Securities's portfolio in Q1 2026, its #341 holding.
  • GWN Securities first reported a position in iShares USD Green Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.