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Morton Brown Family Wealth’s iShares USD Green Bond ETF BGRN Stock Holding History

Morton Brown Family Wealth’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 		$247K Buy
5,202
+325
+7% +$15.4K 0.06% 63
2026
Q1 		$232K Buy
4,877
+1,172
+32% +$56.1K 0.06% 59
2025
Q4 		$178K Buy
3,705
+168
+5% +$8.08K 0.05% 66
2025
Q3 		$170K Buy
3,537
+10
+0.3% +$477 0.05% 66
2025
Q2 		$168K Buy
3,527
+75
+2% +$3.52K 0.05% 63
2025
Q1 		$163K Buy
3,452
+154
+5% +$7.23K 0.06% 62
2024
Q4 		$154K Buy
3,298
+1,235
+60% +$58.4K 0.05% 66
2024
Q3 		$99.7K Hold
2,063
– – 0.04% 76
2024
Q2 		$97K Sell
2,063
-56
-3% -$2.6K 0.04% 74
2024
Q1 		$99.4K Buy
2,119
+493
+30% +$23.1K 0.04% 69
2023
Q4 		$76.8K Buy
1,626
+7
+0.4% +$319 0.03% 81
2023
Q3 		$73.1K Buy
1,619
+123
+8% +$5.64K 0.04% 68
2023
Q2 		$69.6K Buy
1,496
+10
+0.7% +$468 0.04% 67
2023
Q1 		$70K Buy
1,486
+16
+1% +$748 0.04% 69
2022
Q4 		$67.6K Buy
1,470
+4
+0.3% +$183 0.05% 71
2022
Q3 		$67K Buy
1,466
+5
+0.3% +$238 0.05% 62
2022
Q2 		$70K Buy
1,461
+29
+2% +$1.41K 0.05% 59
2022
Q1 		$72K Hold
1,432
– – 0.05% 60
2021
Q4 		$78K Buy
+1,432
New +$78.6K 0.06% 61

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Empower Advisory Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morton Brown Family Wealth's BGRN Position: Q2 2026 in Review

Morton Brown Family Wealth increased its iShares USD Green Bond ETF (BGRN) stake by 6.7% in Q2 2026, buying an estimated $15.4K and bringing the position to 5,202 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #63.

Morton Brown Family Wealth first reported a position in BGRN in Q4 2021 and has held it in 19 quarters since. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Morton Brown Family Wealth held 5,202 shares of iShares USD Green Bond ETF worth $247K as of Q2 2026.
  • Morton Brown Family Wealth bought 325 iShares USD Green Bond ETF shares in Q2 2026, an estimated $15.4K.
  • iShares USD Green Bond ETF made up 0.06% of Morton Brown Family Wealth's portfolio in Q2 2026, its #63 holding.
  • Morton Brown Family Wealth first reported a position in iShares USD Green Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.