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

Northwestern Mutual 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	$95	Buy	+2	New	+$96	﹤0.01%	3999
2024 Q3	–	Sell	-30	Closed	-$1.4K	–	3602
2024 Q2	$1.4K	Sell	30 -1,305	-98%	-$60.5K	﹤0.01%	3167
2024 Q1	$62.6K	Buy	1,335 +1,280	+2,327%	+$59.9K	﹤0.01%	1986
2023 Q4	$2.6K	Buy	55 +30	+120%	+$1.36K	﹤0.01%	3011
2023 Q3	$1.13K	Sell	25 -16	-39%	-$734	﹤0.01%	3024
2023 Q2	$1.91K	Buy	+41	New	+$1.92K	﹤0.01%	2995

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

Northwestern Mutual Wealth Management's BGRN Position: Q1 2026 in Review

Northwestern Mutual Wealth Management opened a new position in iShares USD Green Bond ETF (BGRN) in Q1 2026: 2 shares worth $95. The stake represents ﹤0.01% of the portfolio and ranks #3999 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in BGRN as recently as Q2 2024.

Northwestern Mutual Wealth Management first reported a position in BGRN in Q2 2023 and has held it in 6 quarters since. The position peaked at $62.6K in Q1 2024. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

Northwestern Mutual Wealth Management held 2 shares of iShares USD Green Bond ETF worth $95 as of Q1 2026.
iShares USD Green Bond ETF was a new Northwestern Mutual Wealth Management position in Q1 2026.
iShares USD Green Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3999 holding.
Northwestern Mutual Wealth Management first reported a position in iShares USD Green Bond ETF in Q2 2023 and has held it in 6 quarters since.
Northwestern Mutual Wealth Management's iShares USD Green Bond ETF position peaked at $62.6K in Q1 2024.
131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.