PWM
BGRN icon

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

Perigon 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 		$200K Hold
4,221
– – ﹤0.01% 1227
2025
Q4 		$202K Hold
4,221
– – ﹤0.01% 1246
2025
Q3 		$203K Sell
4,221
-132
-3% -$6.3K ﹤0.01% 1163
2025
Q2 		$208K Hold
4,353
– – ﹤0.01% 996
2025
Q1 		$206K Hold
4,353
– – 0.01% 963
2024
Q4 		$203K Sell
4,353
-582
-12% -$27.5K 0.01% 977
2024
Q3 		$239K Buy
+4,935
New +$235K 0.01% 868

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
II
Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Perigon Wealth Management's BGRN Position: Q1 2026 in Review

Perigon Wealth Management held its iShares USD Green Bond ETF (BGRN) position steady in Q1 2026 at 4,221 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Perigon Wealth Management first reported a position in BGRN in Q3 2024 and has held it in 7 quarters since. The position peaked at $239K in Q3 2024. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Perigon Wealth Management held 4,221 shares of iShares USD Green Bond ETF worth $200K as of Q1 2026.
  • Perigon Wealth Management left its iShares USD Green Bond ETF share count unchanged in Q1 2026.
  • iShares USD Green Bond ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1227 holding.
  • Perigon Wealth Management first reported a position in iShares USD Green Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Perigon Wealth Management's iShares USD Green Bond ETF position peaked at $239K in Q3 2024.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.