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 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	$2.17K	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	+$2.33K	﹤0.01%	697

Other funds holding BGRN

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Larson Financial Group's BGRN Position: Q2 2026 in Review

Larson Financial Group held its iShares USD Green Bond ETF (BGRN) position steady in Q2 2026 at 46 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3081.

Larson Financial Group first reported a position in BGRN in Q1 2021 and has held it in 22 quarters since. The position peaked at $6K in Q2 2022. 132 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

Larson Financial Group held 46 shares of iShares USD Green Bond ETF worth $2.2K as of Q2 2026.
Larson Financial Group left its iShares USD Green Bond ETF share count unchanged in Q2 2026.
iShares USD Green Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3081 holding.
Larson Financial Group first reported a position in iShares USD Green Bond ETF in Q1 2021 and has held it in 22 quarters since.
Larson Financial Group's iShares USD Green Bond ETF position peaked at $6K in Q2 2022.
132 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.