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Trust Company’s iShares USD Green Bond ETF BGRN Stock Holding History

Trust Company’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 		$73.5K Buy
1,548
+3
+0.2% +$142 0.01% 258
2026
Q1 		$73.4K Sell
1,545
-63
-4% -$3.02K 0.01% 259
2025
Q4 		$77.1K Buy
1,608
+1
+0.1% +$48 0.01% 250
2025
Q3 		$77.3K Buy
1,607
+174
+12% +$8.31K 0.01% 189
2025
Q2 		$68.3K Sell
1,433
-29
-2% -$1.36K 0.01% 197
2025
Q1 		$69.2K Sell
1,462
-47
-3% -$2.21K 0.01% 207
2024
Q4 		$70.4K Buy
1,509
+103
+7% +$4.87K 0.01% 201
2024
Q3 		$68K Sell
1,406
-15
-1% -$714 0.01% 189
2024
Q2 		$66.2K Hold
1,421
– – 0.01% 176
2024
Q1 		$66.6K Buy
1,421
+29
+2% +$1.36K 0.01% 173
2023
Q4 		$65.7K Buy
1,392
+245
+21% +$11.2K 0.01% 176
2023
Q3 		$51.8K Buy
1,147
+665
+138% +$30.5K 0.01% 184
2023
Q2 		$22.4K Sell
482
-37
-7% -$1.73K ﹤0.01% 230
2023
Q1 		$24.4K Hold
519
– – ﹤0.01% 220
2022
Q4 		$24K Sell
519
-523
-50% -$23.9K ﹤0.01% 215
2022
Q3 		$47K Buy
1,042
+382
+58% +$18.2K 0.01% 183
2022
Q2 		$32K Sell
660
-53
-7% -$2.57K 0.01% 214
2022
Q1 		$36K Buy
+713
New +$37.2K 0.01% 212

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

Trust Company's BGRN Position: Q2 2026 in Review

Trust Company increased its iShares USD Green Bond ETF (BGRN) stake by 0.19% in Q2 2026, buying an estimated $142 and bringing the position to 1,548 shares worth $73.5K. The position accounts for 0.01% of the portfolio, ranked #258.

Trust Company first reported a position in BGRN in Q1 2022 and has held it in 18 quarters since. The position peaked at $77.3K in Q3 2025. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Trust Company held 1,548 shares of iShares USD Green Bond ETF worth $73.5K as of Q2 2026.
  • Trust Company bought 3 iShares USD Green Bond ETF shares in Q2 2026, an estimated $142.
  • iShares USD Green Bond ETF made up 0.01% of Trust Company's portfolio in Q2 2026, its #258 holding.
  • Trust Company first reported a position in iShares USD Green Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Trust Company's iShares USD Green Bond ETF position peaked at $77.3K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.