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Richardson Financial Services’s iShares USD Green Bond ETF BGRN Stock Holding History

Richardson Financial Services’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 		$46.1K Buy
971
+30
+3% +$1.42K 0.03% 324
2026
Q1 		$44.7K Hold
941
– – 0.03% 312
2025
Q4 		$12.9K Hold
941
– – ﹤0.01% 456
2025
Q3 		$45.3K Buy
941
+156
+20% +$7.45K 0.03% 295
2025
Q2 		$37.4K Hold
785
– – 0.03% 278
2025
Q1 		$37.2K Hold
785
– – 0.03% 264
2024
Q4 		$36.6K Sell
785
-763
-49% -$36.1K 0.03% 280
2024
Q3 		$73.5K Buy
1,548
+785
+103% +$37.4K 0.05% 227
2024
Q2 		$35.5K Hold
763
– – 0.03% 272
2024
Q1 		$35.8K Buy
+763
New +$35.7K 0.03% 272

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

Richardson Financial Services's BGRN Position: Q2 2026 in Review

Richardson Financial Services increased its iShares USD Green Bond ETF (BGRN) stake by 3.2% in Q2 2026, buying an estimated $1.42K and bringing the position to 971 shares worth $46.1K. The position accounts for 0.03% of the portfolio, ranked #324.

Richardson Financial Services first reported a position in BGRN in Q1 2024 and has held it in 10 quarters since. The position peaked at $73.5K in Q3 2024. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Richardson Financial Services held 971 shares of iShares USD Green Bond ETF worth $46.1K as of Q2 2026.
  • Richardson Financial Services bought 30 iShares USD Green Bond ETF shares in Q2 2026, an estimated $1.42K.
  • iShares USD Green Bond ETF made up 0.03% of Richardson Financial Services's portfolio in Q2 2026, its #324 holding.
  • Richardson Financial Services first reported a position in iShares USD Green Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Richardson Financial Services's iShares USD Green Bond ETF position peaked at $73.5K in Q3 2024.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.