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LRI Investments’s iShares USD Green Bond ETF BGRN Stock Holding History

LRI Investments’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 		$292K Hold
6,158
– – 0.02% 264
2026
Q1 		$292K Buy
6,158
+82
+1% +$3.93K 0.03% 235
2025
Q4 		$291K Buy
6,076
+2,965
+95% +$143K 0.02% 235
2025
Q3 		$150K Buy
3,111
+12
+0.4% +$573 0.01% 343
2025
Q2 		$148K Hold
3,099
– – 0.01% 346
2025
Q1 		$147K Buy
+3,099
New +$145K 0.01% 324

Other funds holding BGRN

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
CWP
Corepath Wealth Partners Scottsdale, Arizona $160M AUM 23.57% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

LRI Investments's BGRN Position: Q2 2026 in Review

LRI Investments held its iShares USD Green Bond ETF (BGRN) position steady in Q2 2026 at 6,158 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #264.

LRI Investments first reported a position in BGRN in Q1 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • LRI Investments held 6,158 shares of iShares USD Green Bond ETF worth $292K as of Q2 2026.
  • LRI Investments left its iShares USD Green Bond ETF share count unchanged in Q2 2026.
  • iShares USD Green Bond ETF made up 0.02% of LRI Investments's portfolio in Q2 2026, its #264 holding.
  • LRI Investments first reported a position in iShares USD Green Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.