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 Q2	$824K	Buy	17,361 +816	+5%	+$38.7K	0.45%	21
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 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

Shotwell Rutter Baer's BGRN Position: Q2 2026 in Review

Shotwell Rutter Baer increased its iShares USD Green Bond ETF (BGRN) stake by 4.9% in Q2 2026, buying an estimated $38.7K and bringing the position to 17,361 shares worth $824K. The position accounts for 0.45% of the portfolio, ranked #21.

Shotwell Rutter Baer first reported a position in BGRN in Q4 2023 and has held it in 10 quarters since. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

Shotwell Rutter Baer held 17,361 shares of iShares USD Green Bond ETF worth $824K as of Q2 2026.
Shotwell Rutter Baer bought 816 iShares USD Green Bond ETF shares in Q2 2026, an estimated $38.7K.
iShares USD Green Bond ETF made up 0.45% of Shotwell Rutter Baer's portfolio in Q2 2026, its #21 holding.
Shotwell Rutter Baer first reported a position in iShares USD Green Bond ETF in Q4 2023 and has held it in 10 quarters since.
133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.