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BGRN icon

Sachetta’s iShares USD Green Bond ETF BGRN Stock Holding History

Sachetta’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 		$128K Buy
2,689
+100
+4% +$4.75K 0.06% 125
2026
Q1 		$123K Sell
2,589
-15
-0.6% -$718 0.07% 118
2025
Q4 		$125K Buy
2,604
+18
+0.7% +$866 0.07% 122
2025
Q3 		$124K Buy
2,586
+14
+0.5% +$668 0.05% 174
2025
Q2 		$123K Buy
2,572
+175
+7% +$8.23K 0.05% 173
2025
Q1 		$114K Buy
2,397
+27
+1% +$1.27K 0.05% 184
2024
Q4 		$110K Buy
2,370
+385
+19% +$18.2K 0.04% 189
2024
Q3 		$95.9K Buy
1,985
+7
+0.4% +$333 0.04% 206
2024
Q2 		$93.2K Buy
1,978
+38
+2% +$1.76K 0.04% 197
2024
Q1 		$91.6K Hold
1,940
– – 0.04% 192
2023
Q4 		$91.6K Buy
+1,940
New +$88.3K 0.04% 192

Other funds holding BGRN

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
CWP
Corepath Wealth Partners Scottsdale, Arizona $160M AUM 23.57% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM

Sachetta's BGRN Position: Q2 2026 in Review

Sachetta increased its iShares USD Green Bond ETF (BGRN) stake by 3.9% in Q2 2026, buying an estimated $4.75K and bringing the position to 2,689 shares worth $128K. The position accounts for 0.06% of the portfolio, ranked #125.

Sachetta first reported a position in BGRN in Q4 2023 and has held it in 11 quarters since. 18 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Sachetta held 2,689 shares of iShares USD Green Bond ETF worth $128K as of Q2 2026.
  • Sachetta bought 100 iShares USD Green Bond ETF shares in Q2 2026, an estimated $4.75K.
  • iShares USD Green Bond ETF made up 0.06% of Sachetta's portfolio in Q2 2026, its #125 holding.
  • Sachetta first reported a position in iShares USD Green Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.