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
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

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
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
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

LPL Financial's BGRN Position: Q2 2026 in Review

LPL Financial increased its iShares USD Green Bond ETF (BGRN) stake by 18% in Q2 2026, buying an estimated $1.63M and bringing the position to 221,988 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

LPL Financial first reported a position in BGRN in Q3 2020 and has held it in 24 quarters since. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • LPL Financial held 221,988 shares of iShares USD Green Bond ETF worth $10.5M as of Q2 2026.
  • LPL Financial bought 34,400 iShares USD Green Bond ETF shares in Q2 2026, an estimated $1.63M.
  • iShares USD Green Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2091 holding.
  • LPL Financial first reported a position in iShares USD Green Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.