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Fort Vancouver Investment Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Fort Vancouver Investment 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 		$12.4K Hold
261
– – 0.01% 49
2026
Q1 		$12.4K Hold
261
– – 0.01% 45
2025
Q4 		$12.5K Buy
261
+41
+19% +$1.97K 0.01% 43
2025
Q3 		$10.6K Hold
220
– – 0.01% 44
2025
Q2 		$10.5K Hold
220
– – 0.01% 44
2025
Q1 		$10.4K Buy
220
+59
+37% +$2.77K 0.01% 48
2024
Q4 		$7.51K Hold
161
– – 0.01% 45
2024
Q3 		$7.78K Hold
161
– – 0.01% 45
2024
Q2 		$7.49K Buy
+161
New +$7.47K 0.01% 43

Other funds holding BGRN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Fort Vancouver Investment Management's BGRN Position: Q2 2026 in Review

Fort Vancouver Investment Management held its iShares USD Green Bond ETF (BGRN) position steady in Q2 2026 at 261 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #49.

Fort Vancouver Investment Management first reported a position in BGRN in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.5K in Q4 2025. 74 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Fort Vancouver Investment Management held 261 shares of iShares USD Green Bond ETF worth $12.4K as of Q2 2026.
  • Fort Vancouver Investment Management left its iShares USD Green Bond ETF share count unchanged in Q2 2026.
  • iShares USD Green Bond ETF made up 0.01% of Fort Vancouver Investment Management's portfolio in Q2 2026, its #49 holding.
  • Fort Vancouver Investment Management first reported a position in iShares USD Green Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Fort Vancouver Investment Management's iShares USD Green Bond ETF position peaked at $12.5K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Fort Vancouver Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.