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IFG Advisory’s iShares USD Green Bond ETF BGRN Stock Holding History

IFG Advisory’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 		$52.2K Buy
+1,100
New +$52.2K ﹤0.01% 1320

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

IFG Advisory's BGRN Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares USD Green Bond ETF (BGRN) in Q2 2026: 1,100 shares worth $52.2K. The stake represents ﹤0.01% of the portfolio and ranks #1320 among its holdings.

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

  • IFG Advisory held 1,100 shares of iShares USD Green Bond ETF worth $52.2K as of Q2 2026.
  • iShares USD Green Bond ETF was a new IFG Advisory position in Q2 2026.
  • iShares USD Green Bond ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1320 holding.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.