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BGRN icon

Shotwell Rutter Baer’s iShares USD Green Bond ETF BGRN Stock Holding History

Shotwell Rutter Baer’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
Q1 		$785K Sell
16,545
-70
-0.4% -$3.35K 0.46% 20
2025
Q4 		$796K Buy
16,615
+93
+0.6% +$4.47K 0.48% 21
2025
Q3 		$794K Buy
16,522
+829
+5% +$39.6K 0.51% 21
2025
Q2 		$744K Sell
15,693
-156
-1% -$7.33K 0.51% 22
2025
Q1 		$748K Buy
15,849
+1,132
+8% +$53.1K 0.66% 20
2024
Q4 		$681K Buy
14,717
+835
+6% +$39.5K 0.57% 21
2024
Q3 		$664K Buy
13,882
+680
+5% +$32.4K 0.55% 21
2024
Q2 		$617K Buy
+13,202
New +$612K 0.55% 21
2024
Q1 		– Sell
-13,326
Closed -$629K – 19
2023
Q4 		$629K Buy
+13,326
New +$607K 0.6% 23

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
II
Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Shotwell Rutter Baer's BGRN Position: Q1 2026 in Review

Shotwell Rutter Baer reduced its iShares USD Green Bond ETF (BGRN) stake by 0.42% in Q1 2026, selling an estimated $3.35K and leaving 16,545 shares worth $785K. The position accounts for 0.46% of the portfolio, ranked #20.

Shotwell Rutter Baer first reported a position in BGRN in Q4 2023 and has held it in 9 quarters since. The position peaked at $796K in Q4 2025. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Shotwell Rutter Baer held 16,545 shares of iShares USD Green Bond ETF worth $785K as of Q1 2026.
  • Shotwell Rutter Baer sold 70 iShares USD Green Bond ETF shares in Q1 2026, an estimated $3.35K.
  • iShares USD Green Bond ETF made up 0.46% of Shotwell Rutter Baer's portfolio in Q1 2026, its #20 holding.
  • Shotwell Rutter Baer first reported a position in iShares USD Green Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • Shotwell Rutter Baer's iShares USD Green Bond ETF position peaked at $796K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Shotwell Rutter Baer's 13F filing for Q1 2026, filed 22 Apr 2026.