Wealthfront Advisers
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Wealthfront Advisers’s iShares USD Green Bond ETF BGRN Stock Holding History

Wealthfront Advisers’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 		$1.48M Buy
31,218
+700
+2% +$33.5K ﹤0.01% 650
2025
Q4 		$1.46M Buy
30,518
+2,107
+7% +$101K ﹤0.01% 643
2025
Q3 		$1.37M Buy
28,411
+3,809
+15% +$182K ﹤0.01% 649
2025
Q2 		$1.17M Buy
24,602
+5,130
+26% +$241K ﹤0.01% 650
2025
Q1 		$922K Buy
19,472
+44
+0.2% +$2.06K ﹤0.01% 675
2024
Q4 		$906K Buy
19,428
+2,412
+14% +$114K ﹤0.01% 683
2024
Q3 		$823K Sell
17,016
-204
-1% -$9.71K ﹤0.01% 684
2024
Q2 		$801K Buy
17,220
+1,082
+7% +$50.2K ﹤0.01% 666
2024
Q1 		$757K Buy
16,138
+1,059
+7% +$49.5K ﹤0.01% 672
2023
Q4 		$712K Buy
15,079
+1,226
+9% +$55.8K ﹤0.01% 652
2023
Q3 		$625K Buy
13,853
+248
+2% +$11.4K ﹤0.01% 653
2023
Q2 		$633K Buy
13,605
+623
+5% +$29.2K ﹤0.01% 640
2023
Q1 		$611K Buy
12,982
+2,073
+19% +$96.9K ﹤0.01% 624
2022
Q4 		$501K Buy
10,909
+1,934
+22% +$88.5K ﹤0.01% 629
2022
Q3 		$409K Buy
8,975
+615
+7% +$29.2K ﹤0.01% 646
2022
Q2 		$399K Buy
8,360
+1,055
+14% +$51.1K ﹤0.01% 631
2022
Q1 		$370K Buy
7,305
+908
+14% +$47.3K ﹤0.01% 685
2021
Q4 		$347K Buy
6,397
+2,042
+47% +$112K ﹤0.01% 650
2021
Q3 		$239K Buy
+4,355
New +$242K ﹤0.01% 660

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