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Principal Securities’s iShares USD Green Bond ETF BGRN Stock Holding History

Principal Securities’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 		$785K Buy
16,530
+1,624
+11% +$77.1K 0.01% 873
2026
Q1 		$708K Buy
14,906
+1,222
+9% +$58.5K 0.01% 846
2025
Q4 		$656K Buy
13,684
+2,809
+26% +$135K 0.01% 831
2025
Q3 		$523K Buy
10,875
+2,207
+25% +$105K 0.01% 896
2025
Q2 		$413K Buy
8,668
+1,758
+25% +$82.6K 0.01% 929
2025
Q1 		$322K Hold
6,910
– – 0.01% 941
2024
Q4 		$322K Buy
6,910
+2,735
+66% +$129K 0.01% 936
2024
Q3 		$202K Buy
4,175
+724
+21% +$34.5K ﹤0.01% 1102
2024
Q2 		$161K Buy
3,451
+106
+3% +$4.92K ﹤0.01% 1130
2024
Q1 		$157K Buy
3,345
+318
+11% +$14.9K ﹤0.01% 1116
2023
Q4 		$143K Buy
+3,027
New +$138K 0.01% 1054

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
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

Principal Securities's BGRN Position: Q2 2026 in Review

Principal Securities increased its iShares USD Green Bond ETF (BGRN) stake by 11% in Q2 2026, buying an estimated $77.1K and bringing the position to 16,530 shares worth $785K. The position accounts for 0.01% of the portfolio, ranked #873.

Principal Securities first reported a position in BGRN in Q4 2023 and has held it in 11 quarters since. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Principal Securities held 16,530 shares of iShares USD Green Bond ETF worth $785K as of Q2 2026.
  • Principal Securities bought 1,624 iShares USD Green Bond ETF shares in Q2 2026, an estimated $77.1K.
  • iShares USD Green Bond ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #873 holding.
  • Principal Securities first reported a position in iShares USD Green Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.