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

Scarborough 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	–	Sell	-439	Closed	-$20.8K	–	206
2026 Q1	$20.8K	Buy	439 +3	+0.7%	+$144	﹤0.01%	343
2025 Q4	$20.9K	Buy	436 +6	+1%	+$289	﹤0.01%	197
2025 Q3	$20.7K	Buy	430 +5	+1%	+$239	﹤0.01%	202
2025 Q2	$20.3K	Buy	+425	New	+$20K	﹤0.01%	201
2024 Q3	–	Sell	-465	Closed	-$21.6K	–	155
2024 Q2	$21.6K	Buy	465 +5	+1%	+$232	0.01%	154
2024 Q1	$21.6K	Buy	460 +3	+0.7%	+$140	0.01%	151
2023 Q4	$21.6K	Buy	+457	New	+$20.8K	﹤0.01%	272

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

Scarborough Advisors's BGRN Position: Q2 2026 in Review

Scarborough Advisors sold out of iShares USD Green Bond ETF (BGRN) in Q2 2026, closing a stake of 439 shares — an estimated $20.8K sold.

Scarborough Advisors first reported a position in BGRN in Q4 2023 and held it in 7 quarters. The position peaked at $21.6K in Q2 2024. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

Scarborough Advisors reported no remaining iShares USD Green Bond ETF position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 439 iShares USD Green Bond ETF shares in Q2 2026, an estimated $20.8K.
Scarborough Advisors first reported a position in iShares USD Green Bond ETF in Q4 2023 and held it in 7 quarters.
Scarborough Advisors's iShares USD Green Bond ETF position peaked at $21.6K in Q2 2024.
133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.