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Laurel Wealth Planning’s iShares USD Green Bond ETF BGRN Stock Holding History

Laurel Wealth Planning’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 		$3.44M Buy
72,378
+2,662
+4% +$126K 1.52% 26
2026
Q1 		$3.31M Buy
69,716
+56
+0.1% +$2.68K 1.75% 24
2025
Q4 		$3.34M Buy
69,660
+4,714
+7% +$227K 1.85% 21
2025
Q3 		$3.13M Buy
64,946
+1,530
+2% +$73K 1.65% 22
2025
Q2 		$3.02M Buy
63,416
+4,114
+7% +$193K 1.72% 21
2025
Q1 		$2.81M Buy
59,302
+1,536
+3% +$72.1K 1.87% 19
2024
Q4 		$2.69M Buy
57,766
+2,045
+4% +$96.7K 1.74% 21
2024
Q3 		$2.69M Sell
55,721
-786
-1% -$37.4K 1.76% 20
2024
Q2 		$2.63M Buy
56,507
+1,240
+2% +$57.5K 1.83% 19
2024
Q1 		$2.59M Buy
55,267
+2,380
+5% +$111K 1.72% 20
2023
Q4 		$2.5M Sell
52,887
-41
-0.1% -$1.87K 1.77% 20
2023
Q3 		$2.39M Sell
52,928
-7
-0% -$321 1.86% 20
2023
Q2 		$2.46M Sell
52,935
-5,410
-9% -$253K 1.76% 23
2023
Q1 		$2.75M Buy
58,345
+9,861
+20% +$461K 1.82% 26
2022
Q4 		$2.23M Buy
48,484
+1,949
+4% +$89.1K 1.44% 28
2022
Q3 		$2.12M Buy
46,535
+3,124
+7% +$149K 1.56% 26
2022
Q2 		$2.07M Buy
43,411
+1,010
+2% +$48.9K 1.46% 26
2022
Q1 		$2.15M Buy
42,401
+15,712
+59% +$819K 1.45% 24
2021
Q4 		$1.45M Buy
26,689
+22,869
+599% +$1.26M 1.1% 29
2021
Q3 		$210K Buy
+3,820
New +$212K 0.17% 58

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

Laurel Wealth Planning's BGRN Position: Q2 2026 in Review

Laurel Wealth Planning increased its iShares USD Green Bond ETF (BGRN) stake by 3.8% in Q2 2026, buying an estimated $126K and bringing the position to 72,378 shares worth $3.44M. The position accounts for 1.52% of the portfolio, ranked #26.

Laurel Wealth Planning first reported a position in BGRN in Q3 2021 and has held it in 20 quarters since. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Laurel Wealth Planning held 72,378 shares of iShares USD Green Bond ETF worth $3.44M as of Q2 2026.
  • Laurel Wealth Planning bought 2,662 iShares USD Green Bond ETF shares in Q2 2026, an estimated $126K.
  • iShares USD Green Bond ETF made up 1.52% of Laurel Wealth Planning's portfolio in Q2 2026, its #26 holding.
  • Laurel Wealth Planning first reported a position in iShares USD Green Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.