Sound View Wealth Advisors Group’s iShares USD Green Bond ETF BGRN Stock Holding History

Sound View Wealth Advisors Group’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	$587K	Sell	12,360 -406	-3%	-$19.3K	0.04%	263
2026 Q1	$606K	Hold	12,766	–	–	0.04%	254
2025 Q4	$612K	Sell	12,766 -10	-0.1%	-$481	0.04%	249
2025 Q3	$615K	Buy	12,776 +162	+1%	+$7.74K	0.04%	247
2025 Q2	$601K	Buy	12,614 +891	+8%	+$41.9K	0.04%	247
2025 Q1	$555K	Buy	11,723 +514	+5%	+$24.1K	0.05%	240
2024 Q4	$523K	Buy	11,209 +154	+1%	+$7.28K	0.04%	256
2024 Q3	$534K	Buy	+11,055	New	+$526K	0.04%	247

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

Sound View Wealth Advisors Group's BGRN Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its iShares USD Green Bond ETF (BGRN) stake by 3.2% in Q2 2026, selling an estimated $19.3K and leaving 12,360 shares worth $587K. The position accounts for 0.04% of the portfolio, ranked #263.

Sound View Wealth Advisors Group first reported a position in BGRN in Q3 2024 and has held it in 8 quarters since. The position peaked at $615K in Q3 2025. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

Sound View Wealth Advisors Group held 12,360 shares of iShares USD Green Bond ETF worth $587K as of Q2 2026.
Sound View Wealth Advisors Group sold 406 iShares USD Green Bond ETF shares in Q2 2026, an estimated $19.3K.
iShares USD Green Bond ETF made up 0.04% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #263 holding.
Sound View Wealth Advisors Group first reported a position in iShares USD Green Bond ETF in Q3 2024 and has held it in 8 quarters since.
Sound View Wealth Advisors Group's iShares USD Green Bond ETF position peaked at $615K in Q3 2025.
133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.