Creative Planning
BGRN icon

Creative Planning’s iShares USD Green Bond ETF BGRN Stock Holding History

Creative 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 		$9.55M Buy
201,096
+11,122
+6% +$528K 0.01% 917
2026
Q1 		$9.02M Buy
189,974
+11,996
+7% +$574K 0.01% 756
2025
Q4 		$8.53M Buy
177,978
+19,936
+13% +$959K 0.01% 685
2025
Q3 		$7.61M Buy
158,042
+16,943
+12% +$809K 0.01% 675
2025
Q2 		$6.73M Buy
141,099
+14,560
+12% +$684K 0.01% 660
2025
Q1 		$5.99M Buy
126,539
+7,365
+6% +$346K 0.01% 653
2024
Q4 		$5.56M Buy
119,174
+4,095
+4% +$194K 0.01% 628
2024
Q3 		$5.56M Buy
115,079
+2,078
+2% +$98.9K 0.01% 603
2024
Q2 		$5.26M Buy
113,001
+17,308
+18% +$803K 0.01% 600
2024
Q1 		$4.49M Buy
95,693
+26,151
+38% +$1.22M 0.01% 643
2023
Q4 		$3.28M Buy
69,542
+11,437
+20% +$521K 0.01% 706
2023
Q3 		$2.62M Buy
58,105
+6,858
+13% +$315K ﹤0.01% 741
2023
Q2 		$2.38M Buy
51,247
+3,058
+6% +$143K ﹤0.01% 740
2023
Q1 		$2.27M Buy
48,189
+648
+1% +$30.3K ﹤0.01% 739
2022
Q4 		$2.19M Buy
47,541
+5,598
+13% +$256K ﹤0.01% 721
2022
Q3 		$1.91M Buy
41,943
+3,457
+9% +$164K ﹤0.01% 714
2022
Q2 		$1.84M Buy
38,486
+3,210
+9% +$156K ﹤0.01% 746
2022
Q1 		$1.78M Sell
35,276
-7,502
-18% -$391K ﹤0.01% 750
2021
Q4 		$2.32M Buy
42,778
+6,913
+19% +$379K ﹤0.01% 645
2021
Q3 		$1.97M Buy
35,865
+4,959
+16% +$275K ﹤0.01% 691
2021
Q2 		$1.69M Buy
30,906
+12,531
+68% +$684K ﹤0.01% 736
2021
Q1 		$1M Buy
18,375
+11,799
+179% +$653K ﹤0.01% 1020
2020
Q4 		$370K Buy
+6,576
New +$368K ﹤0.01% 1486

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

Creative Planning's BGRN Position: Q2 2026 in Review

Creative Planning increased its iShares USD Green Bond ETF (BGRN) stake by 5.9% in Q2 2026, buying an estimated $528K and bringing the position to 201,096 shares worth $9.55M. The position accounts for 0.01% of the portfolio, ranked #917.

Creative Planning first reported a position in BGRN in Q4 2020 and has held it in 23 quarters since. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Creative Planning held 201,096 shares of iShares USD Green Bond ETF worth $9.55M as of Q2 2026.
  • Creative Planning bought 11,122 iShares USD Green Bond ETF shares in Q2 2026, an estimated $528K.
  • iShares USD Green Bond ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #917 holding.
  • Creative Planning first reported a position in iShares USD Green Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.