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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
Q2 		– Sell
-97
Closed -$4.61K – 456
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 $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

Twin Peaks Wealth Advisors's BGRN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares USD Green Bond ETF (BGRN) in Q2 2026, closing a stake of 97 shares — an estimated $4.61K sold.

Twin Peaks Wealth Advisors first reported a position in BGRN in Q2 2025 and held it in 2 quarters. The position peaked at $4.62K in Q2 2025. 132 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining iShares USD Green Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 97 iShares USD Green Bond ETF shares in Q2 2026, an estimated $4.61K.
  • Twin Peaks Wealth Advisors first reported a position in iShares USD Green Bond ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's iShares USD Green Bond ETF position peaked at $4.62K in Q2 2025.
  • 132 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.