Sanctuary Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

Sanctuary Advisors’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	$234K	Buy	4,934 +52	+1%	+$2.47K	﹤0.01%	2504
2026 Q1	$232K	Buy	4,882 +35	+0.7%	+$1.68K	﹤0.01%	2267
2025 Q4	$232K	Buy	4,847 +38	+0.8%	+$1.83K	﹤0.01%	2191
2025 Q3	$231K	Buy	4,809 +79	+2%	+$3.77K	﹤0.01%	2176
2025 Q2	$225K	Buy	4,730 +51	+1%	+$2.4K	﹤0.01%	2093
2025 Q1	$222K	Buy	4,679 +33	+0.7%	+$1.55K	﹤0.01%	1982
2024 Q4	$218K	Buy	4,646 +32	+0.7%	+$1.51K	﹤0.01%	2203
2024 Q3	$217K	Buy	4,614 +108	+2%	+$5.14K	﹤0.01%	2186
2024 Q2	$207K	Buy	+4,506	New	+$209K	﹤0.01%	2165

Other funds holding BGRN

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SWM

Shepherd Wealth Management Cincinnati, Ohio $181M AUM 21.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Sanctuary Advisors's BGRN Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares USD Green Bond ETF (BGRN) stake by 1.1% in Q2 2026, buying an estimated $2.47K and bringing the position to 4,934 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

Sanctuary Advisors first reported a position in BGRN in Q2 2024 and has held it in 9 quarters since. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

Sanctuary Advisors held 4,934 shares of iShares USD Green Bond ETF worth $234K as of Q2 2026.
Sanctuary Advisors bought 52 iShares USD Green Bond ETF shares in Q2 2026, an estimated $2.47K.
iShares USD Green Bond ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2504 holding.
Sanctuary Advisors first reported a position in iShares USD Green Bond ETF in Q2 2024 and has held it in 9 quarters since.
133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.