Tanager Wealth Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Tanager Wealth 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	$716K	Buy	15,090 +237	+2%	+$11.2K	0.06%	76
2026 Q1	$705K	Hold	14,853	–	–	0.07%	66
2025 Q4	$712K	Hold	14,853	–	–	0.07%	65
2025 Q3	$715K	Buy	14,853 +163	+1%	+$7.78K	0.08%	67
2025 Q2	$700K	Hold	14,690	–	–	0.08%	65
2025 Q1	$696K	Sell	14,690 -2,313	-14%	-$109K	0.09%	57
2024 Q4	$793K	Hold	17,003	–	–	0.1%	50
2024 Q3	$822K	Buy	17,003 +3,919	+30%	+$187K	0.11%	44
2024 Q2	$609K	Buy	13,084 +2,489	+23%	+$115K	0.09%	51
2024 Q1	$497K	Hold	10,595	–	–	0.08%	56
2023 Q4	$500K	Hold	10,595	–	–	0.09%	51
2023 Q3	$478K	Hold	10,595	–	–	0.1%	49
2023 Q2	$493K	Buy	10,595 +475	+5%	+$22.2K	0.11%	52
2023 Q1	$477K	Hold	10,120	–	–	0.11%	49
2022 Q4	$465K	Buy	10,120 +5,120	+102%	+$234K	0.13%	49
2022 Q3	$228K	Hold	5,000	–	–	0.18%	41
2022 Q2	$239K	Hold	5,000	–	–	0.2%	36
2022 Q1	$253K	Hold	5,000	–	–	0.19%	32
2021 Q4	$271K	Buy	+5,000	New	+$274K	0.2%	35

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

Tanager Wealth Management's BGRN Position: Q2 2026 in Review

Tanager Wealth Management increased its iShares USD Green Bond ETF (BGRN) stake by 1.6% in Q2 2026, buying an estimated $11.2K and bringing the position to 15,090 shares worth $716K. The position accounts for 0.06% of the portfolio, ranked #76.

Tanager Wealth Management first reported a position in BGRN in Q4 2021 and has held it in 19 quarters since. The position peaked at $822K in Q3 2024. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

Tanager Wealth Management held 15,090 shares of iShares USD Green Bond ETF worth $716K as of Q2 2026.
Tanager Wealth Management bought 237 iShares USD Green Bond ETF shares in Q2 2026, an estimated $11.2K.
iShares USD Green Bond ETF made up 0.06% of Tanager Wealth Management's portfolio in Q2 2026, its #76 holding.
Tanager Wealth Management first reported a position in iShares USD Green Bond ETF in Q4 2021 and has held it in 19 quarters since.
Tanager Wealth Management's iShares USD Green Bond ETF position peaked at $822K in Q3 2024.
133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.