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Twin Peaks Wealth Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

Twin Peaks Wealth Advisors’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 		$4.61K Buy
+97
New +$4.64K ﹤0.01% 1424
2025
Q3 		– Sell
-97
Closed -$4.62K – 393
2025
Q2 		$4.62K Buy
+97
New +$4.56K ﹤0.01% 1341

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

Twin Peaks Wealth Advisors's BGRN Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares USD Green Bond ETF (BGRN) in Q1 2026: 97 shares worth $4.61K. The stake represents ﹤0.01% of the portfolio and ranks #1424 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BGRN as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BGRN in Q2 2025 and has held it in 2 quarters since. The position peaked at $4.62K in Q2 2025. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Twin Peaks Wealth Advisors held 97 shares of iShares USD Green Bond ETF worth $4.61K as of Q1 2026.
  • iShares USD Green Bond ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares USD Green Bond ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1424 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares USD Green Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's iShares USD Green Bond ETF position peaked at $4.62K in Q2 2025.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.