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Lodestone Wealth Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Lodestone Wealth Management’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 		$30.9K Buy
652
+7
+1% +$332 0.01% 357
2026
Q1 		$30.6K Buy
645
+5
+0.8% +$239 0.01% 352
2025
Q4 		$30.7K Buy
+640
New +$30.8K 0.01% 348

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

Lodestone Wealth Management's BGRN Position: Q2 2026 in Review

Lodestone Wealth Management increased its iShares USD Green Bond ETF (BGRN) stake by 1.1% in Q2 2026, buying an estimated $332 and bringing the position to 652 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #357.

Lodestone Wealth Management first reported a position in BGRN in Q4 2025 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Lodestone Wealth Management held 652 shares of iShares USD Green Bond ETF worth $30.9K as of Q2 2026.
  • Lodestone Wealth Management bought 7 iShares USD Green Bond ETF shares in Q2 2026, an estimated $332.
  • iShares USD Green Bond ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #357 holding.
  • Lodestone Wealth Management first reported a position in iShares USD Green Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.