NewEdge Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

NewEdge Advisors’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	$705K	Sell	14,849 -6,484	-30%	-$310K	﹤0.01%	1729
2025 Q4	$1.02M	Buy	21,333 +614	+3%	+$29.5K	﹤0.01%	1473
2025 Q3	$997K	Buy	20,719 +9,582	+86%	+$457K	﹤0.01%	1405
2025 Q2	$531K	Buy	11,137 +527	+5%	+$24.8K	﹤0.01%	1647
2025 Q1	$502K	Buy	10,610 +2,242	+27%	+$105K	﹤0.01%	1580
2024 Q4	$390K	Buy	+8,368	New	+$396K	﹤0.01%	1715
2023 Q1	–	Sell	-152	Closed	-$6.99K	–	3491
2022 Q4	$6.99K	Buy	+152	New	+$6.95K	﹤0.01%	2477

Other funds holding BGRN

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Francis Financial $539M AUM 14.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return

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

NewEdge Advisors's BGRN Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares USD Green Bond ETF (BGRN) stake by 30% in Q1 2026, selling an estimated $310K and leaving 14,849 shares worth $705K. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

NewEdge Advisors first reported a position in BGRN in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.02M in Q4 2025. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

NewEdge Advisors held 14,849 shares of iShares USD Green Bond ETF worth $705K as of Q1 2026.
NewEdge Advisors sold 6,484 iShares USD Green Bond ETF shares in Q1 2026, an estimated $310K.
iShares USD Green Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1729 holding.
NewEdge Advisors first reported a position in iShares USD Green Bond ETF in Q4 2022 and has held it in 7 quarters since.
NewEdge Advisors's iShares USD Green Bond ETF position peaked at $1.02M in Q4 2025.
131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.