IFP Advisors
BGRN icon

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

IFP 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
Q3 		$16.6K Hold
364
– – ﹤0.01% 3064
2026
Q2 		$17.3K Buy
364
+73
+25% +$3.46K ﹤0.01% 3061
2026
Q1 		$13.8K Hold
291
– – ﹤0.01% 2991
2025
Q4 		$13.9K Hold
291
– – ﹤0.01% 2900
2025
Q3 		$14K Sell
291
-16
-5% -$764 ﹤0.01% 2747
2025
Q2 		$14.6K Sell
307
-4
-1% -$188 ﹤0.01% 2713
2025
Q1 		$14.7K Buy
311
+72
+30% +$3.38K ﹤0.01% 2434
2024
Q4 		$11.1K Hold
239
– – ﹤0.01% 2489
2024
Q3 		$11.6K Hold
239
– – ﹤0.01% 2364
2024
Q2 		$11.1K Buy
+239
New +$11.1K ﹤0.01% 2307
2023
Q3 		– Sell
-355
Closed -$16.5K – 3319
2023
Q2 		$16.5K Sell
355
-79
-18% -$3.7K ﹤0.01% 2103
2023
Q1 		$21.7K Sell
434
-1,130
-72% -$52.8K ﹤0.01% 1983
2022
Q4 		$77K Sell
1,564
-19
-1% -$869 ﹤0.01% 1924
2022
Q3 		$78K Buy
1,583
+7
+0.4% +$333 ﹤0.01% 2030
2022
Q2 		$78K Hold
1,576
– – ﹤0.01% 1858
2022
Q1 		$78K Buy
1,576
+469
+42% +$24.5K ﹤0.01% 1857
2021
Q4 		$59K Buy
1,107
+20
+2% +$1.1K ﹤0.01% 1490
2021
Q3 		$58K Buy
1,087
+382
+54% +$21.2K ﹤0.01% 1522
2021
Q2 		$38K Hold
705
– – ﹤0.01% 1638
2021
Q1 		$38K Buy
705
+43
+6% +$2.38K ﹤0.01% 1576
2020
Q4 		$36K Buy
662
+6
+0.9% +$336 ﹤0.01% 1560
2020
Q3 		$36K Buy
656
+39
+6% +$2.16K ﹤0.01% 1400
2020
Q2 		$34K Hold
617
– – ﹤0.01% 1366
2020
Q1 		$32K Buy
+617
New +$33.5K ﹤0.01% 1302

Other funds holding BGRN

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Invera Wealth Advisors
Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return
Midwest Financial Partners Investments
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Omega Financial Group
Omega Financial Group Santa Barbara, California $323M AUM 8.37% 1-Year Est. Return
Shotwell Rutter Baer
Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return
Livet Wealth
Livet Wealth Salt Lake City, Utah $180M AUM 10.2% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

IFP Advisors's BGRN Position: Q3 2026 in Review

IFP Advisors held its iShares USD Green Bond ETF (BGRN) position steady in Q3 2026 at 364 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3064.

IFP Advisors first reported a position in BGRN in Q1 2020 and has held it in 24 quarters since. The position peaked at $78K in Q3 2022. 35 funds tracked by Wall St. Rank hold BGRN as of Q3 2026.

  • IFP Advisors held 364 shares of iShares USD Green Bond ETF worth $16.6K as of Q3 2026.
  • IFP Advisors left its iShares USD Green Bond ETF share count unchanged in Q3 2026.
  • iShares USD Green Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3064 holding.
  • IFP Advisors first reported a position in iShares USD Green Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • IFP Advisors's iShares USD Green Bond ETF position peaked at $78K in Q3 2022.
  • 35 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.