XY Planning Network’s iShares USD Green Bond ETF BGRN Stock Holding History

XY Planning Network’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 Q3	$541K	Buy	11,866 +27	+0.2%	+$1.26K	0.06%	225
2026 Q2	$562K	Sell	11,839 -1,227	-9%	-$58.2K	0.07%	196
2026 Q1	$618K	Buy	13,066 +193	+1%	+$9.24K	0.1%	171
2025 Q4	$617K	Buy	12,873 +7,487	+139%	+$360K	0.11%	154
2025 Q3	$257K	Hold	5,386	–	–	0.09%	154
2025 Q2	$257K	Buy	5,386 +143	+3%	+$6.72K	0.09%	154
2025 Q1	$248K	Buy	5,243 +118	+2%	+$5.54K	0.17%	92
2024 Q4	$239K	Buy	+5,125	New	+$242K	0.18%	87

Other funds holding BGRN

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Zenith Solutions Philadelphia, Pennsylvania $112M AUM

XY Planning Network's BGRN Position: Q3 2026 in Review

XY Planning Network increased its iShares USD Green Bond ETF (BGRN) stake by 0.23% in Q3 2026, buying an estimated $1.26K and bringing the position to 11,866 shares worth $541K. The position accounts for 0.06% of the portfolio, ranked #225.

XY Planning Network first reported a position in BGRN in Q4 2024 and has held it in 8 quarters since. The position peaked at $618K in Q1 2026. 24 funds tracked by Wall St. Rank hold BGRN as of Q3 2026.

XY Planning Network held 11,866 shares of iShares USD Green Bond ETF worth $541K as of Q3 2026.
XY Planning Network bought 27 iShares USD Green Bond ETF shares in Q3 2026, an estimated $1.26K.
iShares USD Green Bond ETF made up 0.06% of XY Planning Network's portfolio in Q3 2026, its #225 holding.
XY Planning Network first reported a position in iShares USD Green Bond ETF in Q4 2024 and has held it in 8 quarters since.
XY Planning Network's iShares USD Green Bond ETF position peaked at $618K in Q1 2026.
24 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.