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Dorval Corp’s iShares USD Green Bond ETF BGRN Stock Holding History

Dorval Corp’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 		$303K Buy
6,379
+1
+0% +$47 0.09% 38
2026
Q1 		$303K Buy
6,378
+640
+11% +$30.6K 0.09% 38
2025
Q4 		$275K Hold
5,738
– – 0.09% 38
2025
Q3 		$276K Hold
5,738
– – 0.09% 38
2025
Q2 		$274K Hold
5,738
– – 0.1% 35
2025
Q1 		$272K Sell
5,738
-174
-3% -$8.16K 0.11% 31
2024
Q4 		$276K Buy
+5,912
New +$280K 0.11% 31

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

Dorval Corp's BGRN Position: Q2 2026 in Review

Dorval Corp increased its iShares USD Green Bond ETF (BGRN) stake by 0.02% in Q2 2026, buying an estimated $47 and bringing the position to 6,379 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #38.

Dorval Corp first reported a position in BGRN in Q4 2024 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Dorval Corp held 6,379 shares of iShares USD Green Bond ETF worth $303K as of Q2 2026.
  • Dorval Corp bought 1 iShares USD Green Bond ETF share in Q2 2026, an estimated $47.
  • iShares USD Green Bond ETF made up 0.09% of Dorval Corp's portfolio in Q2 2026, its #38 holding.
  • Dorval Corp first reported a position in iShares USD Green Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Dorval Corp's 13F filing for Q2 2026, filed 24 Jul 2026.