LPL Financial
BGRN icon

LPL Financial’s iShares USD Green Bond ETF BGRN Stock Holding History

LPL Financial’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 		$10.9M Buy
239,096
+17,108
+8% +$800K ﹤0.01% 2125
2026
Q2 		$10.5M Buy
221,988
+34,400
+18% +$1.63M ﹤0.01% 2091
2026
Q1 		$8.91M Buy
187,588
+18,979
+11% +$909K ﹤0.01% 2088
2025
Q4 		$8.08M Buy
168,609
+10,929
+7% +$526K ﹤0.01% 2109
2025
Q3 		$7.59M Buy
157,680
+16,188
+11% +$773K ﹤0.01% 2130
2025
Q2 		$6.74M Buy
141,492
+21,836
+18% +$1.03M ﹤0.01% 2063
2025
Q1 		$5.67M Sell
119,656
-30,910
-21% -$1.45M ﹤0.01% 2051
2024
Q4 		$7.02M Buy
150,566
+4,801
+3% +$227K ﹤0.01% 1802
2024
Q3 		$7.05M Buy
145,765
+10,620
+8% +$506K ﹤0.01% 1721
2024
Q2 		$6.29M Buy
135,145
+6,839
+5% +$317K ﹤0.01% 1689
2024
Q1 		$6.02M Buy
128,306
+52,374
+69% +$2.45M ﹤0.01% 1649
2023
Q4 		$3.59M Buy
75,932
+6,080
+9% +$277K ﹤0.01% 1921
2023
Q3 		$3.15M Buy
69,852
+780
+1% +$35.8K ﹤0.01% 1920
2023
Q2 		$3.21M Sell
69,072
-2,357
-3% -$110K ﹤0.01% 1864
2023
Q1 		$3.36M Buy
71,429
+56,094
+366% +$2.62M ﹤0.01% 1772
2022
Q4 		$705K Buy
15,335
+1,456
+10% +$66.6K ﹤0.01% 2937
2022
Q3 		$632K Sell
13,879
-24,304
-64% -$1.16M ﹤0.01% 2931
2022
Q2 		$1.82M Sell
38,183
-4,891
-11% -$237K ﹤0.01% 2096
2022
Q1 		$2.18M Buy
43,074
+14,502
+51% +$756K ﹤0.01% 1999
2021
Q4 		$1.55M Buy
28,572
+7,645
+37% +$420K ﹤0.01% 2287
2021
Q3 		$1.15M Sell
20,927
-11,744
-36% -$652K ﹤0.01% 2507
2021
Q2 		$1.79M Buy
32,671
+18,927
+138% +$1.03M ﹤0.01% 2067
2021
Q1 		$751K Buy
13,744
+5,953
+76% +$330K ﹤0.01% 2665
2020
Q4 		$438K Buy
7,791
+2,729
+54% +$153K ﹤0.01% 2870
2020
Q3 		$281K Buy
+5,062
New +$280K ﹤0.01% 2950

Other funds holding BGRN

Francis Financial
Francis Financial $642M AUM 10.36% 1-Year Est. Return
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Invera Wealth Advisors
Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return

LPL Financial's BGRN Position: Q3 2026 in Review

LPL Financial increased its iShares USD Green Bond ETF (BGRN) stake by 7.7% in Q3 2026, buying an estimated $800K and bringing the position to 239,096 shares worth $10.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

LPL Financial first reported a position in BGRN in Q3 2020 and has held it in 25 quarters since. 67 funds tracked by Wall St. Rank hold BGRN as of Q3 2026.

  • LPL Financial held 239,096 shares of iShares USD Green Bond ETF worth $10.9M as of Q3 2026.
  • LPL Financial bought 17,108 iShares USD Green Bond ETF shares in Q3 2026, an estimated $800K.
  • iShares USD Green Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2125 holding.
  • LPL Financial first reported a position in iShares USD Green Bond ETF in Q3 2020 and has held it in 25 quarters since.
  • 67 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.