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Storen Legacy Partners’s iShares USD Green Bond ETF BGRN Stock Holding History

Storen Legacy Partners’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 		$257K Buy
+5,422
New +$257K 0.07% 95

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MFPI
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FWP
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DAS
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CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
CWP
Corepath Wealth Partners Scottsdale, Arizona $160M AUM 23.57% 1-Year Est. Return

Storen Legacy Partners's BGRN Position: Q2 2026 in Review

Storen Legacy Partners opened a new position in iShares USD Green Bond ETF (BGRN) in Q2 2026: 5,422 shares worth $257K. The stake represents 0.07% of the portfolio and ranks #95 among its holdings.

20 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Storen Legacy Partners held 5,422 shares of iShares USD Green Bond ETF worth $257K as of Q2 2026.
  • iShares USD Green Bond ETF was a new Storen Legacy Partners position in Q2 2026.
  • iShares USD Green Bond ETF made up 0.07% of Storen Legacy Partners's portfolio in Q2 2026, its #95 holding.
  • 20 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Storen Legacy Partners's 13F filing for Q2 2026, filed 17 Jul 2026.