Stifel Financial
BGRN icon

Stifel Financial’s iShares USD Green Bond ETF BGRN Stock Holding History

Stifel Financial’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 		$351K Buy
7,398
+416
+6% +$19.7K ﹤0.01% 3197
2026
Q1 		$331K Buy
6,982
+541
+8% +$25.9K ﹤0.01% 3116
2025
Q4 		$309K Buy
6,441
+443
+7% +$21.3K ﹤0.01% 3134
2025
Q3 		$289K Buy
5,998
+279
+5% +$13.3K ﹤0.01% 3134
2025
Q2 		$273K Buy
5,719
+1,251
+28% +$58.8K ﹤0.01% 3102
2025
Q1 		$212K Buy
4,468
+86
+2% +$4.04K ﹤0.01% 3167
2024
Q4 		$204K Buy
+4,382
New +$207K ﹤0.01% 3160
2022
Q2 		– Sell
-7,475
Closed -$378K – 3332
2022
Q1 		$378K Sell
7,475
-2,818
-27% -$147K ﹤0.01% 2735
2021
Q4 		$558K Buy
10,293
+2,709
+36% +$149K ﹤0.01% 2534
2021
Q3 		$416K Buy
7,584
+214
+3% +$11.9K ﹤0.01% 2686
2021
Q2 		$404K Buy
7,370
+217
+3% +$11.8K ﹤0.01% 2706
2021
Q1 		$391K Buy
7,153
+568
+9% +$31.4K ﹤0.01% 2631
2020
Q4 		$370K Buy
6,585
+1,176
+22% +$65.8K ﹤0.01% 2497
2020
Q3 		$300K Buy
+5,409
New +$299K ﹤0.01% 2404

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

Stifel Financial's BGRN Position: Q2 2026 in Review

Stifel Financial increased its iShares USD Green Bond ETF (BGRN) stake by 6% in Q2 2026, buying an estimated $19.7K and bringing the position to 7,398 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #3197.

Stifel Financial first reported a position in BGRN in Q3 2020 and has held it in 14 quarters since. The position peaked at $558K in Q4 2021. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Stifel Financial held 7,398 shares of iShares USD Green Bond ETF worth $351K as of Q2 2026.
  • Stifel Financial bought 416 iShares USD Green Bond ETF shares in Q2 2026, an estimated $19.7K.
  • iShares USD Green Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3197 holding.
  • Stifel Financial first reported a position in iShares USD Green Bond ETF in Q3 2020 and has held it in 14 quarters since.
  • Stifel Financial's iShares USD Green Bond ETF position peaked at $558K in Q4 2021.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.