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

Private Wealth Management Group’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	$1.29M	Buy	27,196 +548	+2%	+$26.2K	0.34%	34
2025 Q4	$1.28M	Buy	26,648 +281	+1%	+$13.5K	0.34%	35
2025 Q3	$1.27M	Buy	26,367 +1,398	+6%	+$66.7K	0.35%	35
2025 Q2	$1.19M	Sell	24,969 -250	-1%	-$11.8K	0.4%	33
2025 Q1	$1.19M	Sell	25,219 -1,629	-6%	-$76.4K	0.44%	31
2024 Q4	$1.25M	Buy	26,848 +209	+0.8%	+$9.88K	0.48%	29
2024 Q3	$1.29M	Buy	26,639 +1,977	+8%	+$94.1K	0.51%	29
2024 Q2	$1.15M	Buy	24,662 +973	+4%	+$45.1K	0.5%	28
2024 Q1	$1.11M	Buy	23,689 +1,071	+5%	+$50.1K	0.5%	28
2023 Q4	$1.07M	Buy	+22,618	New	+$1.03M	0.52%	28

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

Private Wealth Management Group's BGRN Position: Q1 2026 in Review

Private Wealth Management Group increased its iShares USD Green Bond ETF (BGRN) stake by 2.1% in Q1 2026, buying an estimated $26.2K and bringing the position to 27,196 shares worth $1.29M. The position accounts for 0.34% of the portfolio, ranked #34.

Private Wealth Management Group first reported a position in BGRN in Q4 2023 and has held it in 10 quarters since. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

Private Wealth Management Group held 27,196 shares of iShares USD Green Bond ETF worth $1.29M as of Q1 2026.
Private Wealth Management Group bought 548 iShares USD Green Bond ETF shares in Q1 2026, an estimated $26.2K.
iShares USD Green Bond ETF made up 0.34% of Private Wealth Management Group's portfolio in Q1 2026, its #34 holding.
Private Wealth Management Group first reported a position in iShares USD Green Bond ETF in Q4 2023 and has held it in 10 quarters since.
131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.