Lido Advisors
BGRN icon

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

Lido 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 		– Sell
-7,064
Closed -$340K – 1962
2025
Q4 		$340K Hold
7,064
– – ﹤0.01% 1493
2025
Q3 		$340K Sell
7,064
-219
-3% -$10.5K ﹤0.01% 1421
2025
Q2 		$347K Sell
7,283
-1,473
-17% -$69.2K ﹤0.01% 1270
2025
Q1 		$415K Sell
8,756
-5,268
-38% -$247K ﹤0.01% 1078
2024
Q4 		$654K Sell
14,024
-706
-5% -$33.4K ﹤0.01% 919
2024
Q3 		$712K Sell
14,730
-2,893
-16% -$138K ﹤0.01% 833
2024
Q2 		$820K Buy
17,623
+912
+5% +$42.3K ﹤0.01% 743
2024
Q1 		$784K Buy
16,711
+4,809
+40% +$225K ﹤0.01% 749
2023
Q4 		$562K Sell
11,902
-3,466
-23% -$158K ﹤0.01% 821
2023
Q3 		$694K Buy
15,368
+7,137
+87% +$327K 0.01% 652
2023
Q2 		$383K Buy
8,231
+3,151
+62% +$147K ﹤0.01% 827
2023
Q1 		$239K Buy
+5,080
New +$238K ﹤0.01% 943

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Lido Advisors's BGRN Position: Q1 2026 in Review

Lido Advisors sold out of iShares USD Green Bond ETF (BGRN) in Q1 2026, closing a stake of 7,064 shares — an estimated $340K sold.

Lido Advisors first reported a position in BGRN in Q1 2023 and held it in 12 quarters. The position peaked at $820K in Q2 2024. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Lido Advisors reported no remaining iShares USD Green Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 7,064 iShares USD Green Bond ETF shares in Q1 2026, an estimated $340K.
  • Lido Advisors first reported a position in iShares USD Green Bond ETF in Q1 2023 and held it in 12 quarters.
  • Lido Advisors's iShares USD Green Bond ETF position peaked at $820K in Q2 2024.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.