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Purpose Unlimited Inc’s iShares USD Green Bond ETF BGRN Stock Holding History

Purpose Unlimited Inc’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 		$1.66K Hold
35
– – ﹤0.01% 521
2025
Q4 		$1.68K Buy
+35
New +$1.68K ﹤0.01% 370

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Royal Bank of Canada
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FF
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Creative Planning
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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
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Purpose Unlimited Inc's BGRN Position: Q1 2026 in Review

Purpose Unlimited Inc held its iShares USD Green Bond ETF (BGRN) position steady in Q1 2026 at 35 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Purpose Unlimited Inc first reported a position in BGRN in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.68K in Q4 2025. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Purpose Unlimited Inc held 35 shares of iShares USD Green Bond ETF worth $1.66K as of Q1 2026.
  • Purpose Unlimited Inc left its iShares USD Green Bond ETF share count unchanged in Q1 2026.
  • iShares USD Green Bond ETF made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #521 holding.
  • Purpose Unlimited Inc first reported a position in iShares USD Green Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's iShares USD Green Bond ETF position peaked at $1.68K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.