CWM
BGRN icon

Concentric Wealth Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Concentric Wealth Management’s Portfolio BGRN Stock Details BGRN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$290K Hold
6,000
– – 0.07% 118
2024
Q2 		$279K Hold
6,000
– – 0.07% 113
2024
Q1 		$281K Buy
+6,000
New +$281K 0.07% 116