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Cardinal Point Capital Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Cardinal Point Capital Management’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 		$657K Buy
13,841
+3
+0% +$142 0.04% 160
2026
Q1 		$657K Buy
13,838
+402
+3% +$19.2K 0.04% 152
2025
Q4 		$644K Buy
13,436
+278
+2% +$13.4K 0.04% 136
2025
Q3 		$634K Buy
13,158
+1,004
+8% +$47.9K 0.04% 136
2025
Q2 		$579K Buy
12,154
+3,315
+38% +$156K 0.05% 132
2025
Q1 		$419K Sell
8,839
-665
-7% -$31.2K 0.04% 130
2024
Q4 		$443K Buy
9,504
+660
+7% +$31.2K 0.07% 57
2024
Q3 		$428K Buy
8,844
+110
+1% +$5.24K 0.07% 59
2024
Q2 		$406K Sell
8,734
-1,260
-13% -$58.4K 0.07% 57
2024
Q1 		$469K Sell
9,994
-400
-4% -$18.7K 0.09% 48
2023
Q4 		$491K Sell
10,394
-3,085
-23% -$140K 0.12% 43
2023
Q3 		$608K Hold
13,479
– – 0.16% 35
2023
Q2 		$627K Buy
13,479
+120
+0.9% +$5.62K 0.19% 37
2023
Q1 		$629K Sell
13,359
-76
-0.6% -$3.55K 0.19% 45
2022
Q4 		$618K Buy
+13,435
New +$614K 0.21% 39

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

Cardinal Point Capital Management's BGRN Position: Q2 2026 in Review

Cardinal Point Capital Management increased its iShares USD Green Bond ETF (BGRN) stake by 0.02% in Q2 2026, buying an estimated $142 and bringing the position to 13,841 shares worth $657K. The position accounts for 0.04% of the portfolio, ranked #160.

Cardinal Point Capital Management first reported a position in BGRN in Q4 2022 and has held it in 15 quarters since. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Cardinal Point Capital Management held 13,841 shares of iShares USD Green Bond ETF worth $657K as of Q2 2026.
  • Cardinal Point Capital Management bought 3 iShares USD Green Bond ETF shares in Q2 2026, an estimated $142.
  • iShares USD Green Bond ETF made up 0.04% of Cardinal Point Capital Management's portfolio in Q2 2026, its #160 holding.
  • Cardinal Point Capital Management first reported a position in iShares USD Green Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.