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Savant Capital’s iShares USD Green Bond ETF BGRN Stock Holding History

Savant Capital’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 		$433K Sell
9,115
-4,643
-34% -$220K ﹤0.01% 1295
2026
Q1 		$653K Sell
13,758
-890
-6% -$42.6K ﹤0.01% 780
2025
Q4 		$702K Sell
14,648
-1,136
-7% -$54.6K ﹤0.01% 700
2025
Q3 		$760K Buy
+15,784
New +$754K ﹤0.01% 652

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Empower Advisory Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital's BGRN Position: Q2 2026 in Review

Savant Capital reduced its iShares USD Green Bond ETF (BGRN) stake by 34% in Q2 2026, selling an estimated $220K and leaving 9,115 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Savant Capital first reported a position in BGRN in Q3 2025 and has held it in 4 quarters since. The position peaked at $760K in Q3 2025. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Savant Capital held 9,115 shares of iShares USD Green Bond ETF worth $433K as of Q2 2026.
  • Savant Capital sold 4,643 iShares USD Green Bond ETF shares in Q2 2026, an estimated $220K.
  • iShares USD Green Bond ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1295 holding.
  • Savant Capital first reported a position in iShares USD Green Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Savant Capital's iShares USD Green Bond ETF position peaked at $760K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.