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Oakmont Advisory Group’s iShares USD Green Bond ETF BGRN Stock Holding History

Oakmont Advisory Group’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 		$11.7K Buy
+247
New +$11.7K 0.01% 305

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

Oakmont Advisory Group's BGRN Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in iShares USD Green Bond ETF (BGRN) in Q2 2026: 247 shares worth $11.7K. The stake represents 0.01% of the portfolio and ranks #305 among its holdings.

132 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Oakmont Advisory Group held 247 shares of iShares USD Green Bond ETF worth $11.7K as of Q2 2026.
  • iShares USD Green Bond ETF was a new Oakmont Advisory Group position in Q2 2026.
  • iShares USD Green Bond ETF made up 0.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #305 holding.
  • 132 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.