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 Q3	$830K	Buy	18,196 +835	+5%	+$39K	0.46%	21
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Zenith Solutions Philadelphia, Pennsylvania $112M AUM

Shotwell Rutter Baer's BGRN Position: Q3 2026 in Review

Shotwell Rutter Baer increased its iShares USD Green Bond ETF (BGRN) stake by 4.8% in Q3 2026, buying an estimated $39K and bringing the position to 18,196 shares worth $830K. The position accounts for 0.46% of the portfolio, ranked #21.

Shotwell Rutter Baer first reported a position in BGRN in Q4 2023 and has held it in 11 quarters since. 24 funds tracked by Wall St. Rank hold BGRN as of Q3 2026.

Shotwell Rutter Baer held 18,196 shares of iShares USD Green Bond ETF worth $830K as of Q3 2026.
Shotwell Rutter Baer bought 835 iShares USD Green Bond ETF shares in Q3 2026, an estimated $39K.
iShares USD Green Bond ETF made up 0.46% of Shotwell Rutter Baer's portfolio in Q3 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 11 quarters since.
24 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.