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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Francis Financial $539M AUM 14.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

WealthShield Partners's BGRN Position: Q1 2026 in Review

WealthShield Partners held its iShares USD Green Bond ETF (BGRN) position steady in Q1 2026 at 2,248 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #397.

WealthShield Partners first reported a position in BGRN in Q1 2023 and has held it in 13 quarters since. The position peaked at $118K in Q3 2024. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

WealthShield Partners held 2,248 shares of iShares USD Green Bond ETF worth $107K as of Q1 2026.
WealthShield Partners left its iShares USD Green Bond ETF share count unchanged in Q1 2026.
iShares USD Green Bond ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #397 holding.
WealthShield Partners first reported a position in iShares USD Green Bond ETF in Q1 2023 and has held it in 13 quarters since.
WealthShield Partners's iShares USD Green Bond ETF position peaked at $118K in Q3 2024.
131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.