Atria Wealth Solutions’s iShares USD Green Bond ETF BGRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,507
| Closed | -$924K | – | 1496 |
|
|
2025
Q1 | $924K | Buy |
19,507
+6,351
| +48% | +$301K | 0.01% | 915 |
|
|
2024
Q4 | $613K | Sell |
13,156
-449
| -3% | -$20.9K | 0.01% | 1150 |
|
|
2024
Q3 | $658K | Buy |
13,605
+143
| +1% | +$6.91K | 0.01% | 1095 |
|
|
2024
Q2 | $627K | Buy |
13,462
+721
| +6% | +$33.6K | 0.01% | 1112 |
|
|
2024
Q1 | $597K | Buy |
12,741
+127
| +1% | +$5.96K | 0.01% | 1174 |
|
|
2023
Q4 | $596K | Sell |
12,614
-379
| -3% | -$17.9K | 0.01% | 1111 |
|
|
2023
Q3 | $586K | Sell |
12,993
-3,603
| -22% | -$163K | 0.01% | 1054 |
|
|
2023
Q2 | $772K | Buy |
+16,596
| New | +$772K | 0.01% | 961 |
|