WCFA
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Walkner Condon Financial Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

Walkner Condon Financial 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 		$852K Buy
17,942
+846
+5% +$40.5K 0.11% 134
2025
Q4 		$820K Buy
17,096
+249
+1% +$12K 0.11% 128
2025
Q3 		$811K Sell
16,847
-3,753
-18% -$179K 0.13% 122
2025
Q2 		$982K Sell
20,600
-2,843
-12% -$134K 0.18% 100
2025
Q1 		$1.11M Buy
23,443
+1,235
+6% +$58K 0.22% 90
2024
Q4 		$1.04M Buy
22,208
+592
+3% +$28K 0.21% 93
2024
Q3 		$1.04M Sell
21,616
-1,868
-8% -$88.9K 0.21% 96
2024
Q2 		$1.09M Buy
23,484
+2,408
+11% +$112K 0.24% 90
2024
Q1 		$988K Sell
21,076
-1,003
-5% -$46.9K 0.21% 97
2023
Q4 		$1.04M Buy
22,079
+1,400
+7% +$63.7K 0.24% 93
2023
Q3 		$933K Buy
20,679
+1,608
+8% +$73.8K 0.25% 88
2023
Q2 		$887K Sell
19,071
-2,040
-10% -$95.5K 0.23% 93
2023
Q1 		$993K Buy
21,111
+2,239
+12% +$105K 0.28% 81
2022
Q4 		$868K Buy
18,872
+1,969
+12% +$90.1K 0.26% 83
2022
Q3 		$770K Buy
16,903
+1,650
+11% +$78.5K 0.25% 86
2022
Q2 		$728K Buy
15,253
+4,291
+39% +$208K 0.23% 92
2022
Q1 		$555K Buy
+10,962
New +$572K 0.16% 120
2021
Q3 		– Sell
-9,054
Closed -$491K – 143
2021
Q2 		$491K Buy
+9,054
New +$494K 0.18% 103

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