Financial Perspectives’s iShares USD Green Bond ETF BGRN Stock Holding History

Financial Perspectives’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 Q3	$17.1K	Buy	375 +4	+1%	+$187	﹤0.01%	479
2026 Q2	$17.6K	Buy	371 +4	+1%	+$190	﹤0.01%	470
2026 Q1	$17.4K	Buy	367 +3	+0.8%	+$144	﹤0.01%	458
2025 Q4	$17.5K	Buy	364 +5	+1%	+$241	﹤0.01%	454
2025 Q3	$17.3K	Buy	359 +4	+1%	+$191	﹤0.01%	449
2025 Q2	$16.9K	Buy	355 +3	+0.9%	+$141	0.01%	449
2025 Q1	$16.7K	Buy	352 +3	+0.9%	+$141	0.01%	431
2024 Q4	$16.3K	Buy	349 +5	+1%	+$236	0.01%	442
2024 Q3	$16.6K	Buy	344 +3	+0.9%	+$143	0.01%	412
2024 Q2	$15.9K	Buy	341 +3	+0.9%	+$139	0.01%	410
2024 Q1	$15.8K	Buy	338 +3	+0.9%	+$140	0.01%	405
2023 Q4	$15.8K	Buy	335 +4	+1%	+$182	0.01%	407
2023 Q3	$14.9K	Buy	331 +3	+0.9%	+$138	0.01%	395
2023 Q2	$15.3K	Buy	328 +3	+0.9%	+$140	0.01%	396
2023 Q1	$15.3K	Buy	325 +1	+0.3%	+$47	0.01%	395
2022 Q4	$14.9K	Buy	324 +4	+1%	+$183	0.01%	390
2022 Q3	$14.6K	Buy	320 +2	+0.6%	+$95	0.01%	390
2022 Q2	$15.2K	Buy	318 +3	+1%	+$145	0.01%	384
2022 Q1	$16K	Hold	315	–	–	0.01%	400
2021 Q4	$17.1K	Buy	315 +2	+0.6%	+$110	0.01%	378
2021 Q3	$17.2K	Hold	313	–	–	0.01%	372
2021 Q2	$17.1K	Hold	313	–	–	0.01%	396
2021 Q1	$17.1K	Buy	313 +71	+29%	+$3.93K	0.01%	376
2020 Q4	$13.6K	Buy	242 +1	+0.4%	+$56	0.01%	373
2020 Q3	$13.4K	Hold	241	–	–	0.01%	338
2020 Q2	$13.2K	Buy	+241	New	+$13K	0.01%	325

Other funds holding BGRN

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Laurel Wealth Planning Edina, Minnesota $230M AUM 13.48% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return

Financial Perspectives's BGRN Position: Q3 2026 in Review

Financial Perspectives increased its iShares USD Green Bond ETF (BGRN) stake by 1.1% in Q3 2026, buying an estimated $187 and bringing the position to 375 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Financial Perspectives first reported a position in BGRN in Q2 2020 and has held it in 26 quarters since. The position peaked at $17.6K in Q2 2026. 60 funds tracked by Wall St. Rank hold BGRN as of Q3 2026.

Financial Perspectives held 375 shares of iShares USD Green Bond ETF worth $17.1K as of Q3 2026.
Financial Perspectives bought 4 iShares USD Green Bond ETF shares in Q3 2026, an estimated $187.
iShares USD Green Bond ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q3 2026, its #479 holding.
Financial Perspectives first reported a position in iShares USD Green Bond ETF in Q2 2020 and has held it in 26 quarters since.
Financial Perspectives's iShares USD Green Bond ETF position peaked at $17.6K in Q2 2026.
60 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.