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Corepath Wealth Partners’s iShares USD Green Bond ETF BGRN Stock Holding History

Corepath Wealth Partners’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 		$287K Buy
+6,097
New +$289K 0.18% 33

Other funds holding BGRN

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Corepath Wealth Partners's BGRN Position: Q2 2026 in Review

Corepath Wealth Partners opened a new position in iShares USD Green Bond ETF (BGRN) in Q2 2026: 6,097 shares worth $287K. The stake represents 0.18% of the portfolio and ranks #33 among its holdings.

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

  • Corepath Wealth Partners held 6,097 shares of iShares USD Green Bond ETF worth $287K as of Q2 2026.
  • iShares USD Green Bond ETF was a new Corepath Wealth Partners position in Q2 2026.
  • iShares USD Green Bond ETF made up 0.18% of Corepath Wealth Partners's portfolio in Q2 2026, its #33 holding.
  • 16 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Corepath Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.