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Westfuller Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

Westfuller 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 		$117K Buy
2,459
+16
+0.7% +$759 0.04% 211
2026
Q1 		$116K Sell
2,443
-5,694
-70% -$273K 0.05% 187
2025
Q4 		$390K Buy
8,137
+20
+0.2% +$962 0.16% 96
2025
Q3 		$391K Buy
8,117
+16
+0.2% +$764 0.18% 101
2025
Q2 		$386K Buy
8,101
+15
+0.2% +$705 0.22% 78
2025
Q1 		$383K Buy
+8,086
New +$379K 0.26% 66

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

Westfuller Advisors's BGRN Position: Q2 2026 in Review

Westfuller Advisors increased its iShares USD Green Bond ETF (BGRN) stake by 0.65% in Q2 2026, buying an estimated $759 and bringing the position to 2,459 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #211.

Westfuller Advisors first reported a position in BGRN in Q1 2025 and has held it in 6 quarters since. The position peaked at $391K in Q3 2025. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Westfuller Advisors held 2,459 shares of iShares USD Green Bond ETF worth $117K as of Q2 2026.
  • Westfuller Advisors bought 16 iShares USD Green Bond ETF shares in Q2 2026, an estimated $759.
  • iShares USD Green Bond ETF made up 0.04% of Westfuller Advisors's portfolio in Q2 2026, its #211 holding.
  • Westfuller Advisors first reported a position in iShares USD Green Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Westfuller Advisors's iShares USD Green Bond ETF position peaked at $391K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.