Jones Financial Companies
BGRN icon

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

Jones Financial Companies’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 		$707K Buy
15,005
+8,307
+124% +$398K ﹤0.01% 1871
2025
Q4 		$321K Buy
6,698
+1,611
+32% +$77.5K ﹤0.01% 1699
2025
Q3 		$244K Buy
5,087
+533
+12% +$25.4K ﹤0.01% 1709
2025
Q2 		$216K Buy
4,554
+689
+18% +$32.4K ﹤0.01% 1632
2025
Q1 		$182K Buy
3,865
+199
+5% +$9.34K ﹤0.01% 1527
2024
Q4 		$171K Buy
3,666
+740
+25% +$35K ﹤0.01% 1420
2024
Q3 		$141K Buy
2,926
+2,125
+265% +$101K ﹤0.01% 1269
2024
Q2 		$37.3K Buy
+801
New +$37.1K ﹤0.01% 1358

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
II
Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Jones Financial Companies's BGRN Position: Q1 2026 in Review

Jones Financial Companies increased its iShares USD Green Bond ETF (BGRN) stake by 124% in Q1 2026, buying an estimated $398K and bringing the position to 15,005 shares worth $707K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Jones Financial Companies first reported a position in BGRN in Q2 2024 and has held it in 8 quarters since. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Jones Financial Companies held 15,005 shares of iShares USD Green Bond ETF worth $707K as of Q1 2026.
  • Jones Financial Companies bought 8,307 iShares USD Green Bond ETF shares in Q1 2026, an estimated $398K.
  • iShares USD Green Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1871 holding.
  • Jones Financial Companies first reported a position in iShares USD Green Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.