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

Rossby Financial’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 		$232K Buy
4,882
+191
+4% +$9.06K 0.04% 358
2026
Q1 		$222K Buy
4,691
+2,617
+126% +$125K 0.05% 356
2025
Q4 		$99.4K Buy
2,074
+106
+5% +$5.1K 0.03% 412
2025
Q3 		$94.6K Buy
+1,968
New +$94K 0.03% 411

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

Rossby Financial's BGRN Position: Q2 2026 in Review

Rossby Financial increased its iShares USD Green Bond ETF (BGRN) stake by 4.1% in Q2 2026, buying an estimated $9.06K and bringing the position to 4,882 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #358.

Rossby Financial first reported a position in BGRN in Q3 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Rossby Financial held 4,882 shares of iShares USD Green Bond ETF worth $232K as of Q2 2026.
  • Rossby Financial bought 191 iShares USD Green Bond ETF shares in Q2 2026, an estimated $9.06K.
  • iShares USD Green Bond ETF made up 0.04% of Rossby Financial's portfolio in Q2 2026, its #358 holding.
  • Rossby Financial first reported a position in iShares USD Green Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.