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 Q2	$1.06M	Buy	22,305 +7,456	+50%	+$354K	﹤0.01%	1618
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 $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

NewEdge Advisors's BGRN Position: Q2 2026 in Review

NewEdge Advisors increased its iShares USD Green Bond ETF (BGRN) stake by 50% in Q2 2026, buying an estimated $354K and bringing the position to 22,305 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

NewEdge Advisors first reported a position in BGRN in Q4 2022 and has held it in 8 quarters since. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

NewEdge Advisors held 22,305 shares of iShares USD Green Bond ETF worth $1.06M as of Q2 2026.
NewEdge Advisors bought 7,456 iShares USD Green Bond ETF shares in Q2 2026, an estimated $354K.
iShares USD Green Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1618 holding.
NewEdge Advisors first reported a position in iShares USD Green Bond ETF in Q4 2022 and has held it in 8 quarters since.
133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.