Falcon Wealth Planning’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 | $1.01M | Buy |
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|
2025
Q2 | $734K | Buy |
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|
2025
Q1 | $550K | Sell |
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|
2024
Q4 | $611K | Buy |
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|
2024
Q3 | $596K | Buy |
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|
2024
Q2 | $449K | Buy |
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|
2024
Q1 | $424K | Buy |
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|
2023
Q4 | $400K | Sell |
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|
2023
Q3 | $447K | Buy |
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|
2023
Q2 | $416K | Buy |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $244K | Buy |
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