PP
BGRN icon

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

PrairieView 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
2025
Q2 		$710K Buy
14,915
+456
+3% +$21.4K 0.07% 78
2025
Q1 		$684K Buy
14,459
+727
+5% +$34.1K 0.07% 77
2024
Q4 		$640K Sell
13,732
-339
-2% -$16K 0.07% 77
2024
Q3 		$680K Buy
14,071
+4,467
+47% +$213K 0.07% 76
2024
Q2 		$446K Buy
9,604
+519
+6% +$24.1K 0.05% 98
2024
Q1 		$426K Sell
9,085
-1,047
-10% -$49K 0.05% 85
2023
Q4 		$479K Sell
10,132
-882
-8% -$40.1K 0.06% 79
2023
Q3 		$497K Buy
11,014
+262
+2% +$12K 0.07% 73
2023
Q2 		$500K Buy
10,752
+536
+5% +$25.1K 0.07% 76
2023
Q1 		$481K Sell
10,216
-707
-6% -$33.1K 0.07% 75
2022
Q4 		$502K Buy
10,923
+7,255
+198% +$332K 0.07% 72
2022
Q3 		$167K Buy
3,668
+164
+5% +$7.8K 0.03% 105
2022
Q2 		$167K Buy
3,504
+2,913
+493% +$141K 0.03% 110
2022
Q1 		$30K Sell
591
-124
-17% -$6.46K ﹤0.01% 246
2021
Q4 		$39K Buy
+715
New +$39.2K 0.01% 241

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

PrairieView Partners's BGRN Position: Q2 2025 in Review

PrairieView Partners increased its iShares USD Green Bond ETF (BGRN) stake by 3.2% in Q2 2025, buying an estimated $21.4K and bringing the position to 14,915 shares worth $710K. The position accounts for 0.07% of the portfolio, ranked #78.

PrairieView Partners first reported a position in BGRN in Q4 2021 and has held it in 15 quarters since. 116 funds tracked by Wall St. Rank hold BGRN as of Q2 2025.

  • PrairieView Partners held 14,915 shares of iShares USD Green Bond ETF worth $710K as of Q2 2025.
  • PrairieView Partners bought 456 iShares USD Green Bond ETF shares in Q2 2025, an estimated $21.4K.
  • iShares USD Green Bond ETF made up 0.07% of PrairieView Partners's portfolio in Q2 2025, its #78 holding.
  • PrairieView Partners first reported a position in iShares USD Green Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • 116 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.