Fermata Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,947
Closed -$282K 234
2025
Q1
$282K Sell
5,947
-562
-9% -$26.6K 0.05% 224
2024
Q4
$303K Buy
+6,509
New +$303K 0.06% 202