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MJT & Associates Financial Advisory’s iShares USD Green Bond ETF BGRN Stock Holding History

MJT & Associates Financial Advisory’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 		$4.61K Sell
97
-15
-13% -$712 ﹤0.01% 293
2026
Q1 		$5.32K Hold
112
– – ﹤0.01% 260
2025
Q4 		$5.37K Hold
112
– – ﹤0.01% 270
2025
Q3 		$5.39K Sell
112
-108
-49% -$5.16K ﹤0.01% 280
2025
Q2 		$10.5K Sell
220
-128
-37% -$6.02K 0.01% 206
2025
Q1 		$16.5K Buy
+348
New +$16.3K 0.02% 163

Other funds holding BGRN

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
CWP
Corepath Wealth Partners Scottsdale, Arizona $160M AUM 23.57% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM

MJT & Associates Financial Advisory's BGRN Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its iShares USD Green Bond ETF (BGRN) stake by 13% in Q2 2026, selling an estimated $712 and leaving 97 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

MJT & Associates Financial Advisory first reported a position in BGRN in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.5K in Q1 2025. 18 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • MJT & Associates Financial Advisory held 97 shares of iShares USD Green Bond ETF worth $4.61K as of Q2 2026.
  • MJT & Associates Financial Advisory sold 15 iShares USD Green Bond ETF shares in Q2 2026, an estimated $712.
  • iShares USD Green Bond ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #293 holding.
  • MJT & Associates Financial Advisory first reported a position in iShares USD Green Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's iShares USD Green Bond ETF position peaked at $16.5K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.