MWM
BGRN icon

Modern Wealth Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Modern Wealth Management’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 		$1.03M Sell
21,781
-8,687
-29% -$416K 0.02% 418
2025
Q4 		$1.46M Sell
30,468
-2,030
-6% -$97.6K 0.03% 347
2025
Q3 		$1.56M Buy
32,498
+1,780
+6% +$85K 0.03% 321
2025
Q2 		$1.46M Buy
30,718
+13,529
+79% +$636K 0.04% 305
2025
Q1 		$814K Sell
17,189
-1,221
-7% -$57.3K 0.03% 335
2024
Q4 		$858K Buy
+18,410
New +$871K 0.03% 277

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 $144M AUM 17.92% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Modern Wealth Management's BGRN Position: Q1 2026 in Review

Modern Wealth Management reduced its iShares USD Green Bond ETF (BGRN) stake by 29% in Q1 2026, selling an estimated $416K and leaving 21,781 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #418.

Modern Wealth Management first reported a position in BGRN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.56M in Q3 2025. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Modern Wealth Management held 21,781 shares of iShares USD Green Bond ETF worth $1.03M as of Q1 2026.
  • Modern Wealth Management sold 8,687 iShares USD Green Bond ETF shares in Q1 2026, an estimated $416K.
  • iShares USD Green Bond ETF made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #418 holding.
  • Modern Wealth Management first reported a position in iShares USD Green Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Modern Wealth Management's iShares USD Green Bond ETF position peaked at $1.56M in Q3 2025.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.