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

Larson Financial Group’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	$2.14K	Buy	47 +1	+2%	+$47	﹤0.01%	3205
2026 Q2	$2.2K	Hold	46	–	–	﹤0.01%	3081
2026 Q1	$2.18K	Hold	46	–	–	﹤0.01%	2934
2025 Q4	$2.19K	Buy	46 +1	+2%	+$48	﹤0.01%	2760
2025 Q3	$2.16K	Sell	45 -31	-41%	-$1.48K	﹤0.01%	2674
2025 Q2	$3.6K	Buy	76 +32	+73%	+$1.5K	﹤0.01%	2207
2025 Q1	$2.09K	Hold	44	–	–	﹤0.01%	2153
2024 Q4	$2.04K	Buy	44 +1	+2%	+$47	﹤0.01%	1879
2024 Q3	$2.08K	Hold	43	–	–	﹤0.01%	1847
2024 Q2	$1.99K	Buy	43 +1	+2%	+$46	﹤0.01%	1595
2024 Q1	$1.98K	Hold	42	–	–	﹤0.01%	1362
2023 Q4	$1.98K	Hold	42	–	–	﹤0.01%	1374
2023 Q3	$1.9K	Hold	42	–	–	﹤0.01%	1371
2023 Q2	$1.96K	Hold	42	–	–	﹤0.01%	1268
2023 Q1	$1.98K	Hold	42	–	–	﹤0.01%	1238
2022 Q4	$1.93K	Hold	42	–	–	﹤0.01%	1198
2022 Q3	$2K	Sell	42 -79	-65%	-$3.76K	﹤0.01%	1096
2022 Q2	$6K	Buy	121 +79	+188%	+$3.83K	﹤0.01%	818
2022 Q1	$2K	Hold	42	–	–	﹤0.01%	899
2021 Q4	$2K	Hold	42	–	–	﹤0.01%	933
2021 Q3	$2K	Hold	42	–	–	﹤0.01%	769
2021 Q2	$2K	Hold	42	–	–	﹤0.01%	716
2021 Q1	$2K	Buy	+42	New	+$2.32K	﹤0.01%	697

Other funds holding BGRN

Francis Financial $642M AUM 10.36% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Larson Financial Group's BGRN Position: Q3 2026 in Review

Larson Financial Group increased its iShares USD Green Bond ETF (BGRN) stake by 2.2% in Q3 2026, buying an estimated $47 and bringing the position to 47 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #3205.

Larson Financial Group first reported a position in BGRN in Q1 2021 and has held it in 23 quarters since. The position peaked at $6K in Q2 2022. 67 funds tracked by Wall St. Rank hold BGRN as of Q3 2026.

Larson Financial Group held 47 shares of iShares USD Green Bond ETF worth $2.14K as of Q3 2026.
Larson Financial Group bought 1 iShares USD Green Bond ETF share in Q3 2026, an estimated $47.
iShares USD Green Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3205 holding.
Larson Financial Group first reported a position in iShares USD Green Bond ETF in Q1 2021 and has held it in 23 quarters since.
Larson Financial Group's iShares USD Green Bond ETF position peaked at $6K in Q2 2022.
67 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.