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Sonoma Allocations’s iShares USD Green Bond ETF BGRN Stock Holding History

Sonoma Allocations’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
2025
Q4 		– Sell
-8,176
Closed -$395K – 131
2025
Q3 		$395K Buy
+8,176
New +$390K 0.14% 83

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Sonoma Allocations's BGRN Position: Q4 2025 in Review

Sonoma Allocations sold out of iShares USD Green Bond ETF (BGRN) in Q4 2025, closing a stake of 8,176 shares — an estimated $395K sold.

Sonoma Allocations first reported a position in BGRN in Q3 2025 and held it in 1 quarter. The position peaked at $395K in Q3 2025. 118 funds tracked by Wall St. Rank hold BGRN as of Q4 2025.

  • Sonoma Allocations reported no remaining iShares USD Green Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Sonoma Allocations sold 8,176 iShares USD Green Bond ETF shares in Q4 2025, an estimated $395K.
  • Sonoma Allocations first reported a position in iShares USD Green Bond ETF in Q3 2025 and held it in 1 quarter.
  • Sonoma Allocations's iShares USD Green Bond ETF position peaked at $395K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2025.

Based on Sonoma Allocations's 13F filing for Q4 2025, filed 23 Feb 2026.