Lodestone Wealth Management
BGRN icon

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
Q3 		$30.1K Buy
659
+7
+1% +$327 0.01% 378
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Laurel Wealth Planning
Laurel Wealth Planning Edina, Minnesota $230M AUM 13.48% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
Invera Wealth Advisors
Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return
Midwest Financial Partners Investments
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Lodestone Wealth Management's BGRN Position: Q3 2026 in Review

Lodestone Wealth Management increased its iShares USD Green Bond ETF (BGRN) stake by 1.1% in Q3 2026, buying an estimated $327 and bringing the position to 659 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #378.

Lodestone Wealth Management first reported a position in BGRN in Q4 2025 and has held it in 4 quarters since. The position peaked at $30.9K in Q2 2026. 54 funds tracked by Wall St. Rank hold BGRN as of Q3 2026.

  • Lodestone Wealth Management held 659 shares of iShares USD Green Bond ETF worth $30.1K as of Q3 2026.
  • Lodestone Wealth Management bought 7 iShares USD Green Bond ETF shares in Q3 2026, an estimated $327.
  • iShares USD Green Bond ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #378 holding.
  • Lodestone Wealth Management first reported a position in iShares USD Green Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's iShares USD Green Bond ETF position peaked at $30.9K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.