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Johnson Financial Group LLC (Colorado)’s iShares USD Green Bond ETF BGRN Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$1.56M Buy
32,935
+3,631
+12% +$172K 0.08% 63
2026
Q1 		$1.39M Buy
29,304
+12,964
+79% +$621K 0.09% 48
2025
Q4 		$783K Buy
16,340
+2,312
+16% +$111K 0.05% 58
2025
Q3 		$675K Hold
14,028
– – 0.06% 39
2025
Q2 		$669K Hold
14,028
– – 0.06% 34
2025
Q1 		$664K Sell
14,028
-11
-0.1% -$516 0.07% 42
2024
Q4 		$654K Sell
14,039
-2
-0% -$95 0.08% 32
2024
Q3 		$679K Buy
14,041
+355
+3% +$16.9K 0.08% 29
2024
Q2 		$637K Buy
13,686
+1,480
+12% +$68.6K 0.08% 26
2024
Q1 		$572K Buy
12,206
+29
+0.2% +$1.36K 0.07% 28
2023
Q4 		$575K Buy
12,177
+1,651
+16% +$75.1K 0.07% 33
2023
Q3 		$475K Hold
10,526
– – 0.07% 29
2023
Q2 		$490K Hold
10,526
– – 0.07% 27
2023
Q1 		$496K Hold
10,526
– – 0.07% 25
2022
Q4 		$484K Buy
+10,526
New +$481K 0.08% 27
2021
Q3 		– Sell
-3,665
Closed -$201K – 75
2021
Q2 		$201K Hold
3,665
– – 0.04% 81
2021
Q1 		$200K Buy
+3,665
New +$203K 0.05% 66

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

Johnson Financial Group LLC (Colorado)'s BGRN Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) increased its iShares USD Green Bond ETF (BGRN) stake by 12% in Q2 2026, buying an estimated $172K and bringing the position to 32,935 shares worth $1.56M. The position accounts for 0.08% of the portfolio, ranked #63.

Johnson Financial Group LLC (Colorado) first reported a position in BGRN in Q1 2021 and has held it in 17 quarters since. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 32,935 shares of iShares USD Green Bond ETF worth $1.56M as of Q2 2026.
  • Johnson Financial Group LLC (Colorado) bought 3,631 iShares USD Green Bond ETF shares in Q2 2026, an estimated $172K.
  • iShares USD Green Bond ETF made up 0.08% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #63 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in iShares USD Green Bond ETF in Q1 2021 and has held it in 17 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.