Action Point Financial Planning’s iShares USD Green Bond ETF BGRN Stock Holding History

Action Point Financial Planning’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	$293K	Buy	+6,181	New	+$293K	0.03%	362

Other funds holding BGRN

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Action Point Financial Planning's BGRN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares USD Green Bond ETF (BGRN) in Q2 2026: 6,181 shares worth $293K. The stake represents 0.03% of the portfolio and ranks #362 among its holdings.

132 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

Action Point Financial Planning held 6,181 shares of iShares USD Green Bond ETF worth $293K as of Q2 2026.
iShares USD Green Bond ETF was a new Action Point Financial Planning position in Q2 2026.
iShares USD Green Bond ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #362 holding.
132 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.