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BGRNiShares USD Green Bond ETF

Get income7y track recordRanked #399 of 1,650 in this goal

Tracks the investment results of the Bloomberg MSCI USD Green Bond Select Index.

By iShares · Launched 2018

Annual Cost

0.20%

#934 of 5,861 · low cost

Fund Size

$498M

#1,591 of 5,861 · large

Dividend YieldGoal

4.28%

Track Record

7 years

#1,812 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,218+2.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Focus

ESG

Index tracked

Bloomberg MSCI USD Green Bond Select Index

What it actually holds

By weight

Concentration

Top 10 holdings = 20.2% of fundwell diversified

BlackRock Funds III
6.6%
BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES
3.9%
EUROPEAN INVESTMENT BANK
2.1%
EUROPEAN INVESTMENT BANK
1.8%
KFW
1.2%
FORD MOTOR COMPANY
1.0%
Gaci First Investment Co.
0.9%
JPMORGAN CHASE & CO
0.9%
KFW
0.9%
STATE OF ISRAEL
0.8%

Asset allocation

Bonds
96.7%
Cash
3.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.0%Low

Year-on-year price swings

Max drawdown
-19.2%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.18Below average
Sortino (3Y)
0.25Moderate downside risk

Bond profile

Duration

4.0 years

Avg maturity

9.5 years

Credit ratings

US Government
27.2%
AAA
12.5%
AA
13.8%
A
35.5%
BBB
38.1%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the investment results of the Bloomberg MSCI USD Green Bond Select Index.
Strategy
Seeks to track U.S. dollar-denominated investment-grade green bonds issued by U.S. and non-U.S. issuers to fund environmental projects. Employs a representative sampling indexing strategy to manage the Fund, investing at least 80% of its assets in the Underlying Index components.
Inception date
November 13, 2018
Fund family
iShares

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Data updated on 2026-08-04