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Triumph Capital Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Triumph Capital Management’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 		$11.5K Hold
242
– – ﹤0.01% 1118
2026
Q1 		$11.5K Buy
242
+28
+13% +$1.34K ﹤0.01% 1074
2025
Q4 		$10.3K Buy
+214
New +$10.3K ﹤0.01% 1071

Other funds holding BGRN

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
SRB
Shotwell Rutter Baer Lansing, Michigan $182M AUM 17.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
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

Triumph Capital Management's BGRN Position: Q2 2026 in Review

Triumph Capital Management held its iShares USD Green Bond ETF (BGRN) position steady in Q2 2026 at 242 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Triumph Capital Management first reported a position in BGRN in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Triumph Capital Management held 242 shares of iShares USD Green Bond ETF worth $11.5K as of Q2 2026.
  • Triumph Capital Management left its iShares USD Green Bond ETF share count unchanged in Q2 2026.
  • iShares USD Green Bond ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1118 holding.
  • Triumph Capital Management first reported a position in iShares USD Green Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.