Mariner’s iShares USD Green Bond ETF BGRN Stock Holding History

Mariner’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	–	Sell	-12,104	Closed	-$575K	–	3551
2026 Q1	$575K	Buy	+12,104	New	+$580K	﹤0.01%	2387

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

Mariner's BGRN Position: Q2 2026 in Review

Mariner sold out of iShares USD Green Bond ETF (BGRN) in Q2 2026, closing a stake of 12,104 shares — an estimated $575K sold.

Mariner first reported a position in BGRN in Q1 2026 and held it in 1 quarter. The position peaked at $575K in Q1 2026. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

Mariner reported no remaining iShares USD Green Bond ETF position as of Q2 2026 after selling out during the quarter.
Mariner sold 12,104 iShares USD Green Bond ETF shares in Q2 2026, an estimated $575K.
Mariner first reported a position in iShares USD Green Bond ETF in Q1 2026 and held it in 1 quarter.
Mariner's iShares USD Green Bond ETF position peaked at $575K in Q1 2026.
133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.