HighTower Advisors
BGRN icon

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

HighTower 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
Q2 		$929K Buy
19,567
+827
+4% +$39.2K ﹤0.01% 2295
2026
Q1 		$890K Buy
18,740
+1,184
+7% +$56.7K ﹤0.01% 2269
2025
Q4 		$842K Buy
17,556
+114
+0.7% +$5.48K ﹤0.01% 2246
2025
Q3 		$839K Sell
17,442
-2,902
-14% -$139K ﹤0.01% 2223
2025
Q2 		$970K Sell
20,344
-6,236
-23% -$293K ﹤0.01% 2029
2025
Q1 		$1.26M Buy
26,580
+1,473
+6% +$69.1K ﹤0.01% 1806
2024
Q4 		$1.17M Sell
25,107
-97
-0.4% -$4.59K ﹤0.01% 1862
2024
Q3 		$1.22M Sell
25,204
-184
-0.7% -$8.76K ﹤0.01% 1807
2024
Q2 		$1.18M Sell
25,388
-7,074
-22% -$328K ﹤0.01% 1752
2024
Q1 		$1.52M Sell
32,462
-1,711
-5% -$80K ﹤0.01% 1569
2023
Q4 		$1.61M Sell
34,173
-1,767
-5% -$80.4K ﹤0.01% 1554
2023
Q3 		$1.62M Buy
35,940
+21,381
+147% +$981K ﹤0.01% 1486
2023
Q2 		$675K Buy
14,559
+411
+3% +$19.2K ﹤0.01% 2002
2023
Q1 		$667K Buy
14,148
+1,366
+11% +$63.9K ﹤0.01% 1916
2022
Q4 		$584K Sell
12,782
-5,254
-29% -$240K ﹤0.01% 2023
2022
Q3 		$819K Sell
18,036
-5,038
-22% -$240K ﹤0.01% 1730
2022
Q2 		$1.11M Buy
23,074
+11,817
+105% +$573K ﹤0.01% 1580
2022
Q1 		$570K Buy
11,257
+6,045
+116% +$315K ﹤0.01% 2084
2021
Q4 		$283K Buy
+5,212
New +$286K ﹤0.01% 2509
2021
Q2 		– Sell
-6,070
Closed -$331K – 3169
2021
Q1 		$331K Buy
+6,070
New +$336K ﹤0.01% 2228

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SWM
Shepherd Wealth Management Cincinnati, Ohio $181M AUM 21.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors's BGRN Position: Q2 2026 in Review

HighTower Advisors increased its iShares USD Green Bond ETF (BGRN) stake by 4.4% in Q2 2026, buying an estimated $39.2K and bringing the position to 19,567 shares worth $929K. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

HighTower Advisors first reported a position in BGRN in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.62M in Q3 2023. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • HighTower Advisors held 19,567 shares of iShares USD Green Bond ETF worth $929K as of Q2 2026.
  • HighTower Advisors bought 827 iShares USD Green Bond ETF shares in Q2 2026, an estimated $39.2K.
  • iShares USD Green Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2295 holding.
  • HighTower Advisors first reported a position in iShares USD Green Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • HighTower Advisors's iShares USD Green Bond ETF position peaked at $1.62M in Q3 2023.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.