CLA (CliftonLarsonAllen) Wealth Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.22M	Buy	46,842 +147	+0.3%	+$7.04K	0.03%	141
2025 Q4	$2.24M	Buy	46,695 +3,572	+8%	+$172K	0.03%	126
2025 Q3	$2.08M	Buy	43,123 +4,018	+10%	+$192K	0.03%	130
2025 Q2	$1.86M	Sell	39,105 -428	-1%	-$20.1K	0.03%	134
2025 Q1	$1.87M	Buy	39,533 +22,834	+137%	+$1.07M	0.03%	128
2024 Q4	$779K	Buy	16,699 +127	+0.8%	+$6.01K	0.02%	157
2024 Q3	$801K	Sell	16,572 -3,383	-17%	-$161K	0.02%	152
2024 Q2	$929K	Buy	19,955 +1,077	+6%	+$50K	0.02%	137
2024 Q1	$885K	Sell	18,878 -110	-0.6%	-$5.14K	0.02%	138
2023 Q4	$897K	Buy	18,988 +991	+6%	+$45.1K	0.02%	143
2023 Q3	$812K	Buy	17,997 +705	+4%	+$32.3K	0.02%	133
2023 Q2	$805K	Buy	17,292 +135	+0.8%	+$6.32K	0.02%	137
2023 Q1	$808K	Buy	17,157 +1,748	+11%	+$81.7K	0.02%	144
2022 Q4	$708K	Sell	15,409 -255	-2%	-$11.7K	0.03%	152
2022 Q3	$714K	Buy	15,664 +1,940	+14%	+$92.3K	0.09%	65
2022 Q2	$655K	Sell	13,724 -215	-2%	-$10.4K	0.03%	151
2022 Q1	$705K	Buy	13,939 +1,635	+13%	+$85.2K	0.03%	161
2021 Q4	$668K	Buy	12,304 +1,080	+10%	+$59.3K	0.02%	149
2021 Q3	$616K	Buy	11,224 +2,353	+27%	+$131K	0.02%	199
2021 Q2	$486K	Sell	8,871 -2,751	-24%	-$150K	0.02%	233
2021 Q1	$635K	Buy	+11,622	New	+$643K	0.03%	142

Other funds holding BGRN