Bank of Montreal
BGRN icon

Bank of Montreal’s iShares USD Green Bond ETF BGRN Stock Holding History

Bank of Montreal’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 		$158K Hold
3,332
– – ﹤0.01% 3099
2026
Q1 		$158K Hold
3,332
– – ﹤0.01% 3006
2025
Q4 		$160K Hold
3,332
– – ﹤0.01% 2911
2025
Q3 		$160K Hold
3,332
– – ﹤0.01% 2840
2025
Q2 		$159K Hold
3,332
– – ﹤0.01% 2870
2025
Q1 		$158K Hold
3,332
– – ﹤0.01% 2795
2024
Q4 		$155K Hold
3,332
– – ﹤0.01% 2838
2024
Q3 		$161K Hold
3,332
– – ﹤0.01% 3107
2024
Q2 		$156K Buy
3,332
+2,581
+344% +$120K ﹤0.01% 3098
2024
Q1 		$35.3K Buy
+751
New +$35.1K ﹤0.01% 3518

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 $80B AUM 26.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of Montreal's BGRN Position: Q2 2026 in Review

Bank of Montreal held its iShares USD Green Bond ETF (BGRN) position steady in Q2 2026 at 3,332 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

Bank of Montreal first reported a position in BGRN in Q1 2024 and has held it in 10 quarters since. The position peaked at $161K in Q3 2024. 129 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Bank of Montreal held 3,332 shares of iShares USD Green Bond ETF worth $158K as of Q2 2026.
  • Bank of Montreal left its iShares USD Green Bond ETF share count unchanged in Q2 2026.
  • iShares USD Green Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3099 holding.
  • Bank of Montreal first reported a position in iShares USD Green Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Bank of Montreal's iShares USD Green Bond ETF position peaked at $161K in Q3 2024.
  • 129 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.