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BGRN icon

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
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 $52.8B AUM 15.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
II
Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return