MML Investors Services
BGRN icon

MML Investors Services’s iShares USD Green Bond ETF BGRN Stock Holding History

MML Investors Services’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 		$403K Buy
8,498
+934
+12% +$44.3K ﹤0.01% 2615
2026
Q1 		$359K Sell
7,564
-597
-7% -$28.6K ﹤0.01% 2448
2025
Q4 		$391K Sell
8,161
-144
-2% -$6.93K ﹤0.01% 2433
2025
Q3 		$400K Buy
8,305
+407
+5% +$19.4K ﹤0.01% 2311
2025
Q2 		$377K Sell
7,898
-167
-2% -$7.85K ﹤0.01% 2276
2025
Q1 		$382K Buy
8,065
+775
+11% +$36.4K ﹤0.01% 2167
2024
Q4 		$340K Sell
7,290
-28
-0.4% -$1.32K ﹤0.01% 2179
2024
Q3 		$354K Sell
7,318
-103
-1% -$4.9K ﹤0.01% 2061
2024
Q2 		$345K Buy
7,421
+148
+2% +$6.86K ﹤0.01% 2004
2024
Q1 		$341K Buy
7,273
+1,308
+22% +$61.2K ﹤0.01% 2023
2023
Q4 		$282K Sell
5,965
-4,283
-42% -$195K ﹤0.01% 2081
2023
Q3 		$462K Buy
10,248
+3,305
+48% +$152K ﹤0.01% 1679
2023
Q2 		$323K Buy
6,943
+1,333
+24% +$62.4K ﹤0.01% 1898
2023
Q1 		$264K Sell
5,610
-514
-8% -$24K ﹤0.01% 1757
2022
Q4 		$282K Buy
6,124
+421
+7% +$19.3K ﹤0.01% 1818
2022
Q3 		$260K Buy
5,703
+20
+0.4% +$951 ﹤0.01% 1771
2022
Q2 		$271K Sell
5,683
-1,452
-20% -$70.3K ﹤0.01% 1733
2022
Q1 		$361K Buy
7,135
+3,262
+84% +$170K ﹤0.01% 1622
2021
Q4 		$210K Buy
+3,873
New +$213K ﹤0.01% 1899

Other funds holding BGRN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

MML Investors Services's BGRN Position: Q2 2026 in Review

MML Investors Services increased its iShares USD Green Bond ETF (BGRN) stake by 12% in Q2 2026, buying an estimated $44.3K and bringing the position to 8,498 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

MML Investors Services first reported a position in BGRN in Q4 2021 and has held it in 19 quarters since. The position peaked at $462K in Q3 2023. 78 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • MML Investors Services held 8,498 shares of iShares USD Green Bond ETF worth $403K as of Q2 2026.
  • MML Investors Services bought 934 iShares USD Green Bond ETF shares in Q2 2026, an estimated $44.3K.
  • iShares USD Green Bond ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2615 holding.
  • MML Investors Services first reported a position in iShares USD Green Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • MML Investors Services's iShares USD Green Bond ETF position peaked at $462K in Q3 2023.
  • 78 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.