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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
Q2 		$868K Buy
18,276
+334
+2% +$15.8K 0.1% 136
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 $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

Walkner Condon Financial Advisors's BGRN Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its iShares USD Green Bond ETF (BGRN) stake by 1.9% in Q2 2026, buying an estimated $15.8K and bringing the position to 18,276 shares worth $868K. The position accounts for 0.1% of the portfolio, ranked #136.

Walkner Condon Financial Advisors first reported a position in BGRN in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q1 2025. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Walkner Condon Financial Advisors held 18,276 shares of iShares USD Green Bond ETF worth $868K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 334 iShares USD Green Bond ETF shares in Q2 2026, an estimated $15.8K.
  • iShares USD Green Bond ETF made up 0.1% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #136 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares USD Green Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • Walkner Condon Financial Advisors's iShares USD Green Bond ETF position peaked at $1.11M in Q1 2025.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.