CBIZ Investment Advisory Services’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
$51.5K Buy
1,080
+12
+1% +$572 ﹤0.01% 131
2025
Q1
$50.6K Buy
1,068
+7
+0.7% +$332 ﹤0.01% 114
2024
Q4
$49.5K Buy
1,061
+15
+1% +$699 ﹤0.01% 110
2024
Q3
$50.6K Buy
1,046
+10
+1% +$483 ﹤0.01% 109
2024
Q2
$48.2K Buy
1,036
+11
+1% +$512 ﹤0.01% 107
2024
Q1
$48.1K Buy
+1,025
New +$48.1K ﹤0.01% 104