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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
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% 1925
2022
Q3 		$78K Buy
1,583
+7
+0.4% +$333 ﹤0.01% 2031
2022
Q2 		$78K Hold
1,576
– – ﹤0.01% 1857
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

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

IFP Advisors's BGRN Position: Q2 2026 in Review

IFP Advisors increased its iShares USD Green Bond ETF (BGRN) stake by 25% in Q2 2026, buying an estimated $3.46K and bringing the position to 364 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3061.

IFP Advisors first reported a position in BGRN in Q1 2020 and has held it in 23 quarters since. The position peaked at $78K in Q3 2022. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • IFP Advisors held 364 shares of iShares USD Green Bond ETF worth $17.3K as of Q2 2026.
  • IFP Advisors bought 73 iShares USD Green Bond ETF shares in Q2 2026, an estimated $3.46K.
  • iShares USD Green Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3061 holding.
  • IFP Advisors first reported a position in iShares USD Green Bond ETF in Q1 2020 and has held it in 23 quarters since.
  • IFP Advisors's iShares USD Green Bond ETF position peaked at $78K in Q3 2022.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.