Lodestone Wealth Management’s iShares USD Green Bond ETF BGRN Stock Holding History
Bought
Maintained
Sold
Other funds holding BGRN
FF
II
SI
Lodestone Wealth Management's BGRN Position: Q1 2026 in Review
Lodestone Wealth Management increased its iShares USD Green Bond ETF (BGRN) stake by 0.78% in Q1 2026, buying an estimated $239 and bringing the position to 645 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #352.
Lodestone Wealth Management first reported a position in BGRN in Q4 2025 and has held it in 2 quarters since. The position peaked at $30.7K in Q4 2025. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.
- Lodestone Wealth Management held 645 shares of iShares USD Green Bond ETF worth $30.6K as of Q1 2026.
- Lodestone Wealth Management bought 5 iShares USD Green Bond ETF shares in Q1 2026, an estimated $239.
- iShares USD Green Bond ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q1 2026, its #352 holding.
- Lodestone Wealth Management first reported a position in iShares USD Green Bond ETF in Q4 2025 and has held it in 2 quarters since.
- Lodestone Wealth Management's iShares USD Green Bond ETF position peaked at $30.7K in Q4 2025.
- 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.
Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.