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WealthShield Partners’s iShares USD Green Bond ETF BGRN Stock Holding History

WealthShield Partners’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
-2,248
Closed -$107K – 402
2026
Q1 		$107K Hold
2,248
– – 0.01% 397
2025
Q4 		$108K Sell
2,248
-111
-5% -$5.34K 0.01% 387
2025
Q3 		$114K Hold
2,359
– – 0.01% 378
2025
Q2 		$112K Sell
2,359
-10
-0.4% -$470 0.01% 368
2025
Q1 		$112K Hold
2,369
– – 0.01% 361
2024
Q4 		$110K Sell
2,369
-80
-3% -$3.78K 0.02% 331
2024
Q3 		$118K Sell
2,449
-35
-1% -$1.67K 0.02% 332
2024
Q2 		$116K Hold
2,484
– – 0.02% 315
2024
Q1 		$116K Hold
2,484
– – 0.02% 309
2023
Q4 		$117K Sell
2,484
-20
-0.8% -$910 0.02% 311
2023
Q3 		$113K Hold
2,504
– – 0.02% 330
2023
Q2 		$117K Hold
2,504
– – 0.02% 322
2023
Q1 		$118K Buy
+2,504
New +$117K 0.02% 321

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

WealthShield Partners's BGRN Position: Q2 2026 in Review

WealthShield Partners sold out of iShares USD Green Bond ETF (BGRN) in Q2 2026, closing a stake of 2,248 shares — an estimated $107K sold.

WealthShield Partners first reported a position in BGRN in Q1 2023 and held it in 13 quarters. The position peaked at $118K in Q3 2024. 132 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • WealthShield Partners reported no remaining iShares USD Green Bond ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 2,248 iShares USD Green Bond ETF shares in Q2 2026, an estimated $107K.
  • WealthShield Partners first reported a position in iShares USD Green Bond ETF in Q1 2023 and held it in 13 quarters.
  • WealthShield Partners's iShares USD Green Bond ETF position peaked at $118K in Q3 2024.
  • 132 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.