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 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Francis Financial $539M AUM 14.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s BGRN Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) increased its iShares USD Green Bond ETF (BGRN) stake by 79% in Q1 2026, buying an estimated $621K and bringing the position to 29,304 shares worth $1.39M. The position accounts for 0.09% of the portfolio, ranked #48.

Johnson Financial Group LLC (Colorado) first reported a position in BGRN in Q1 2021 and has held it in 16 quarters since. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

Johnson Financial Group LLC (Colorado) held 29,304 shares of iShares USD Green Bond ETF worth $1.39M as of Q1 2026.
Johnson Financial Group LLC (Colorado) bought 12,964 iShares USD Green Bond ETF shares in Q1 2026, an estimated $621K.
iShares USD Green Bond ETF made up 0.09% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #48 holding.
Johnson Financial Group LLC (Colorado) first reported a position in iShares USD Green Bond ETF in Q1 2021 and has held it in 16 quarters since.
131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.