PUI
BGRN icon

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
Q2 		$1.69K Hold
35
– – ﹤0.01% 541
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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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

Purpose Unlimited Inc's BGRN Position: Q2 2026 in Review

Purpose Unlimited Inc held its iShares USD Green Bond ETF (BGRN) position steady in Q2 2026 at 35 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Purpose Unlimited Inc first reported a position in BGRN in Q4 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Purpose Unlimited Inc held 35 shares of iShares USD Green Bond ETF worth $1.69K as of Q2 2026.
  • Purpose Unlimited Inc left its iShares USD Green Bond ETF share count unchanged in Q2 2026.
  • iShares USD Green Bond ETF made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #541 holding.
  • Purpose Unlimited Inc first reported a position in iShares USD Green Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.