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 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

XY Planning Network's BGRN Position: Q2 2026 in Review

XY Planning Network reduced its iShares USD Green Bond ETF (BGRN) stake by 9.4% in Q2 2026, selling an estimated $58.2K and leaving 11,839 shares worth $562K. The position accounts for 0.07% of the portfolio, ranked #196.

XY Planning Network first reported a position in BGRN in Q4 2024 and has held it in 7 quarters since. The position peaked at $618K in Q1 2026. 32 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

XY Planning Network held 11,839 shares of iShares USD Green Bond ETF worth $562K as of Q2 2026.
XY Planning Network sold 1,227 iShares USD Green Bond ETF shares in Q2 2026, an estimated $58.2K.
iShares USD Green Bond ETF made up 0.07% of XY Planning Network's portfolio in Q2 2026, its #196 holding.
XY Planning Network first reported a position in iShares USD Green Bond ETF in Q4 2024 and has held it in 7 quarters since.
XY Planning Network's iShares USD Green Bond ETF position peaked at $618K in Q1 2026.
32 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.