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 Q2	$2.66K	Buy	56 +54	+2,700%	+$2.56K	﹤0.01%	3587
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 $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

Northwestern Mutual Wealth Management's BGRN Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its iShares USD Green Bond ETF (BGRN) stake by 2,700% in Q2 2026, buying an estimated $2.56K and bringing the position to 56 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #3587.

Northwestern Mutual Wealth Management first reported a position in BGRN in Q2 2023 and has held it in 7 quarters since. The position peaked at $62.6K in Q1 2024. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

Northwestern Mutual Wealth Management held 56 shares of iShares USD Green Bond ETF worth $2.66K as of Q2 2026.
Northwestern Mutual Wealth Management bought 54 iShares USD Green Bond ETF shares in Q2 2026, an estimated $2.56K.
iShares USD Green Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3587 holding.
Northwestern Mutual Wealth Management first reported a position in iShares USD Green Bond ETF in Q2 2023 and has held it in 7 quarters since.
Northwestern Mutual Wealth Management's iShares USD Green Bond ETF position peaked at $62.6K in Q1 2024.
133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.