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
Q2 		$1.53M Buy
32,185
+967
+3% +$45.9K ﹤0.01% 660
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 $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

Wealthfront Advisers's BGRN Position: Q2 2026 in Review

Wealthfront Advisers increased its iShares USD Green Bond ETF (BGRN) stake by 3.1% in Q2 2026, buying an estimated $45.9K and bringing the position to 32,185 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Wealthfront Advisers first reported a position in BGRN in Q3 2021 and has held it in 20 quarters since. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Wealthfront Advisers held 32,185 shares of iShares USD Green Bond ETF worth $1.53M as of Q2 2026.
  • Wealthfront Advisers bought 967 iShares USD Green Bond ETF shares in Q2 2026, an estimated $45.9K.
  • iShares USD Green Bond ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #660 holding.
  • Wealthfront Advisers first reported a position in iShares USD Green Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.