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Belpointe Asset Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-563
Closed -$26.5K – 871
2023
Q1 		$26.5K Hold
563
– – ﹤0.01% 2138
2022
Q4 		$25.9K Buy
+563
New +$25.8K ﹤0.01% 1999

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Belpointe Asset Management's BGRN Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares USD Green Bond ETF (BGRN) in Q2 2023, closing a stake of 563 shares — an estimated $26.5K sold.

Belpointe Asset Management first reported a position in BGRN in Q4 2022 and held it in 2 quarters. The position peaked at $26.5K in Q1 2023. 92 funds tracked by Wall St. Rank hold BGRN as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares USD Green Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 563 iShares USD Green Bond ETF shares in Q2 2023, an estimated $26.5K.
  • Belpointe Asset Management first reported a position in iShares USD Green Bond ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares USD Green Bond ETF position peaked at $26.5K in Q1 2023.
  • 92 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.