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Steward Partners Investment Advisory’s iShares USD Green Bond ETF BGRN Stock Holding History

Steward Partners Investment Advisory’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 		$70.9K Buy
1,495
+11
+0.7% +$527 ﹤0.01% 2588
2025
Q4 		$71.1K Buy
1,484
+21
+1% +$1.01K ﹤0.01% 2486
2025
Q3 		$70.4K Buy
1,463
+15
+1% +$716 ﹤0.01% 2440
2025
Q2 		$69K Buy
1,448
+25
+2% +$1.18K ﹤0.01% 2305
2025
Q1 		$67.4K Sell
1,423
-157
-10% -$7.37K ﹤0.01% 2226
2024
Q4 		$73.7K Buy
1,580
+98
+7% +$4.63K ﹤0.01% 2140
2024
Q3 		$71.6K Buy
1,482
+113
+8% +$5.38K ﹤0.01% 2048
2024
Q2 		$63.7K Buy
1,369
+1,156
+543% +$53.6K ﹤0.01% 1984
2024
Q1 		$10K Hold
213
– – ﹤0.01% 2810
2023
Q4 		$10.1K Buy
213
+207
+3,450% +$9.42K ﹤0.01% 2710
2023
Q3 		$287 Hold
6
– – ﹤0.01% 3281
2023
Q2 		$293 Hold
6
– – ﹤0.01% 3219
2023
Q1 		$294 Hold
6
– – ﹤0.01% 3208
2022
Q4 		$285 Hold
6
– – ﹤0.01% 3236
2022
Q3 		$0 Hold
6
– – ﹤0.01% 3232
2022
Q2 		$0 Hold
6
– – ﹤0.01% 3246
2022
Q1 		$0 Hold
6
– – ﹤0.01% 3286
2021
Q4 		$0 Hold
6
– – ﹤0.01% 3186
2021
Q3 		$0 Hold
6
– – ﹤0.01% 3174
2021
Q2 		$0 Hold
6
– – ﹤0.01% 7112
2021
Q1 		$328 Buy
+6
New +$332 ﹤0.01% 3360

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

Steward Partners Investment Advisory's BGRN Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares USD Green Bond ETF (BGRN) stake by 0.74% in Q1 2026, buying an estimated $527 and bringing the position to 1,495 shares worth $70.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

Steward Partners Investment Advisory first reported a position in BGRN in Q1 2021 and has held it in 21 quarters since. The position peaked at $73.7K in Q4 2024. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Steward Partners Investment Advisory held 1,495 shares of iShares USD Green Bond ETF worth $70.9K as of Q1 2026.
  • Steward Partners Investment Advisory bought 11 iShares USD Green Bond ETF shares in Q1 2026, an estimated $527.
  • iShares USD Green Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2588 holding.
  • Steward Partners Investment Advisory first reported a position in iShares USD Green Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Steward Partners Investment Advisory's iShares USD Green Bond ETF position peaked at $73.7K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.