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

Congress Wealth 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
2025
Q2 		$259K Buy
5,423
+972
+22% +$45.7K ﹤0.01% 1104
2025
Q1 		$211K Buy
+4,451
New +$209K ﹤0.01% 1026
2024
Q4 		– Sell
-4,839
Closed -$234K – 874
2024
Q3 		$234K Buy
+4,839
New +$230K ﹤0.01% 791

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