Integrated Wealth Concepts’s iShares USD Green Bond ETF BGRN Stock Holding History

Integrated Wealth Concepts’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	$107K	Buy	+2,245	New	+$107K	﹤0.01%	2761

Other funds holding BGRN

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Integrated Wealth Concepts's BGRN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares USD Green Bond ETF (BGRN) in Q2 2026: 2,245 shares worth $107K. The stake represents ﹤0.01% of the portfolio and ranks #2761 among its holdings.

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

Integrated Wealth Concepts held 2,245 shares of iShares USD Green Bond ETF worth $107K as of Q2 2026.
iShares USD Green Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares USD Green Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2761 holding.
133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.