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

Shepherd Wealth Management’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	$43.5M	Buy	+531,914	New	+$25.2M	24.08%	2

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

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

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Shepherd Wealth Management's BGRN Position: Q2 2026 in Review

Shepherd Wealth Management opened a new position in iShares USD Green Bond ETF (BGRN) in Q2 2026: 531,914 shares worth $43.5M. The stake represents 24.08% of the portfolio and ranks #2 among its holdings.

133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

Shepherd Wealth Management held 531,914 shares of iShares USD Green Bond ETF worth $43.5M as of Q2 2026.
iShares USD Green Bond ETF was a new Shepherd Wealth Management position in Q2 2026.
iShares USD Green Bond ETF made up 24.08% of Shepherd Wealth Management's portfolio in Q2 2026, its #2 holding.
133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.