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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

IFP Advisors's BGRN Position: Q1 2026 in Review

IFP Advisors held its iShares USD Green Bond ETF (BGRN) position steady in Q1 2026 at 291 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

IFP Advisors first reported a position in BGRN in Q1 2020 and has held it in 22 quarters since. The position peaked at $78K in Q3 2022. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • IFP Advisors held 291 shares of iShares USD Green Bond ETF worth $13.8K as of Q1 2026.
  • IFP Advisors left its iShares USD Green Bond ETF share count unchanged in Q1 2026.
  • iShares USD Green Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2991 holding.
  • IFP Advisors first reported a position in iShares USD Green Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • IFP Advisors's iShares USD Green Bond ETF position peaked at $78K in Q3 2022.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.