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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
Q2 		$3K Hold
63
– – ﹤0.01% 2848
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 $59.1B AUM 18.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Empower Advisory Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Smartleaf Asset Management's BGRN Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares USD Green Bond ETF (BGRN) position steady in Q2 2026 at 63 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2848.

Smartleaf Asset Management first reported a position in BGRN in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.2K in Q1 2025. 132 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Smartleaf Asset Management held 63 shares of iShares USD Green Bond ETF worth $3K as of Q2 2026.
  • Smartleaf Asset Management left its iShares USD Green Bond ETF share count unchanged in Q2 2026.
  • iShares USD Green Bond ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2848 holding.
  • Smartleaf Asset Management first reported a position in iShares USD Green Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Smartleaf Asset Management's iShares USD Green Bond ETF position peaked at $10.2K in Q1 2025.
  • 132 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.