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

Invera Wealth 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 Q1	$1.2M	Buy	25,277 +1,465	+6%	+$70.1K	0.77%	41
2025 Q4	$1.14M	Sell	23,812 -1,971	-8%	-$94.8K	0.72%	42
2025 Q3	$1.24M	Buy	25,783 +1,751	+7%	+$83.6K	0.76%	40
2025 Q2	$1.15M	Buy	24,032 +1,274	+6%	+$59.9K	0.75%	44
2025 Q1	$1.08M	Buy	22,758 +2,451	+12%	+$115K	0.7%	53
2024 Q4	$947K	Buy	20,307 +3,896	+24%	+$184K	0.94%	28
2024 Q3	$775K	Buy	16,411 +3,586	+28%	+$171K	0.77%	33
2024 Q2	$602K	Buy	+12,825	New	+$595K	0.62%	36

Other funds holding BGRN

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Francis Financial $539M AUM 14.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Invera Wealth Advisors's BGRN Position: Q1 2026 in Review

Invera Wealth Advisors increased its iShares USD Green Bond ETF (BGRN) stake by 6.2% in Q1 2026, buying an estimated $70.1K and bringing the position to 25,277 shares worth $1.2M. The position accounts for 0.77% of the portfolio, ranked #41.

Invera Wealth Advisors first reported a position in BGRN in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.24M in Q3 2025. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

Invera Wealth Advisors held 25,277 shares of iShares USD Green Bond ETF worth $1.2M as of Q1 2026.
Invera Wealth Advisors bought 1,465 iShares USD Green Bond ETF shares in Q1 2026, an estimated $70.1K.
iShares USD Green Bond ETF made up 0.77% of Invera Wealth Advisors's portfolio in Q1 2026, its #41 holding.
Invera Wealth Advisors first reported a position in iShares USD Green Bond ETF in Q2 2024 and has held it in 8 quarters since.
Invera Wealth Advisors's iShares USD Green Bond ETF position peaked at $1.24M in Q3 2025.
131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.