Pacifica Partners’s iShares USD Green Bond ETF BGRN Stock Holding History

Pacifica Partners’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 Q3	$19K	Hold	417	–	–	0.01%	246
2026 Q2	$19.7K	Hold	417	–	–	0.01%	255
2026 Q1	$19.8K	Hold	417	–	–	0.01%	256
2025 Q4	$20K	Hold	417	–	–	0.01%	248
2025 Q3	$20K	Hold	417	–	–	0.01%	268
2025 Q2	$19.8K	Hold	417	–	–	0.01%	288
2025 Q1	$19.8K	Hold	417	–	–	0.01%	280
2024 Q4	$19.4K	Hold	417	–	–	0.01%	290
2024 Q3	$20.2K	Hold	417	–	–	0.01%	295
2024 Q2	$19.4K	Buy	+417	New	+$19.3K	0.01%	302

Other funds holding BGRN

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Pacifica Partners's BGRN Position: Q3 2026 in Review

Pacifica Partners held its iShares USD Green Bond ETF (BGRN) position steady in Q3 2026 at 417 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #246.

Pacifica Partners first reported a position in BGRN in Q2 2024 and has held it in 10 quarters since. The position peaked at $20.2K in Q3 2024. 24 funds tracked by Wall St. Rank hold BGRN as of Q3 2026.

Pacifica Partners held 417 shares of iShares USD Green Bond ETF worth $19K as of Q3 2026.
Pacifica Partners left its iShares USD Green Bond ETF share count unchanged in Q3 2026.
iShares USD Green Bond ETF made up 0.01% of Pacifica Partners's portfolio in Q3 2026, its #246 holding.
Pacifica Partners first reported a position in iShares USD Green Bond ETF in Q2 2024 and has held it in 10 quarters since.
Pacifica Partners's iShares USD Green Bond ETF position peaked at $20.2K in Q3 2024.
24 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.