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Smartleaf Asset Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Smartleaf Asset 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
Q1 		$2.98K Hold
63
– – ﹤0.01% 2845
2025
Q4 		$3.02K Hold
63
– – ﹤0.01% 2864
2025
Q3 		$3.03K Hold
63
– – ﹤0.01% 2506
2025
Q2 		$2.99K Sell
63
-153
-71% -$7.19K ﹤0.01% 2216
2025
Q1 		$10.2K Buy
+216
New +$10.1K ﹤0.01% 1923

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

Smartleaf Asset Management's BGRN Position: Q1 2026 in Review

Smartleaf Asset Management held its iShares USD Green Bond ETF (BGRN) position steady in Q1 2026 at 63 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2845.

Smartleaf Asset Management first reported a position in BGRN in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.2K in Q1 2025. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Smartleaf Asset Management held 63 shares of iShares USD Green Bond ETF worth $2.98K as of Q1 2026.
  • Smartleaf Asset Management left its iShares USD Green Bond ETF share count unchanged in Q1 2026.
  • iShares USD Green Bond ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2845 holding.
  • Smartleaf Asset Management first reported a position in iShares USD Green Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Smartleaf Asset Management's iShares USD Green Bond ETF position peaked at $10.2K in Q1 2025.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.