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 Q2	$1.13M	Buy	23,842 +2,061	+9%	+$97.8K	0.01%	491
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 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

Modern Wealth Management's BGRN Position: Q2 2026 in Review

Modern Wealth Management increased its iShares USD Green Bond ETF (BGRN) stake by 9.5% in Q2 2026, buying an estimated $97.8K and bringing the position to 23,842 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #491.

Modern Wealth Management first reported a position in BGRN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q3 2025. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

Modern Wealth Management held 23,842 shares of iShares USD Green Bond ETF worth $1.13M as of Q2 2026.
Modern Wealth Management bought 2,061 iShares USD Green Bond ETF shares in Q2 2026, an estimated $97.8K.
iShares USD Green Bond ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #491 holding.
Modern Wealth Management first reported a position in iShares USD Green Bond ETF in Q4 2024 and has held it in 7 quarters since.
Modern Wealth Management's iShares USD Green Bond ETF position peaked at $1.56M in Q3 2025.
133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.