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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.08M | Buy |
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|
2025
Q2 | $1.86M | Sell |
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|
2025
Q1 | $1.87M | Buy |
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|
2024
Q4 | $779K | Buy |
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|
2024
Q3 | $801K | Sell |
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|
2024
Q2 | $929K | Buy |
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|
2024
Q1 | $885K | Sell |
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|
2023
Q4 | $897K | Buy |
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|
2023
Q3 | $812K | Buy |
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|
2023
Q2 | $805K | Buy |
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|
2023
Q1 | $808K | Buy |
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|
2022
Q4 | $708K | Sell |
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|
2022
Q3 | $714K | Buy |
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|
2022
Q2 | $655K | Sell |
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|
2022
Q1 | $705K | Buy |
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|
2021
Q4 | $668K | Buy |
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|
2021
Q3 | $616K | Buy |
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|
2021
Q2 | $486K | Sell |
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|
2021
Q1 | $635K | Buy |
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