IAG Wealth Partners’s VanEck Green Bond ETF GRNB Stock Holding History

IAG Wealth Partners’s Portfolio GRNB Stock Details GRNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-351	Closed	-$7.96K	–	446
2023 Q3	$7.96K	Hold	351	–	–	﹤0.01%	327
2023 Q2	$8.18K	Hold	351	–	–	﹤0.01%	335
2023 Q1	$8.25K	Buy	+351	New	+$8.18K	﹤0.01%	337

Other funds holding GRNB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CYG

Clean Yield Group Norwich, Vermont $355M AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NCM

Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return

IAG Wealth Partners's GRNB Position: Q4 2023 in Review

IAG Wealth Partners sold out of VanEck Green Bond ETF (GRNB) in Q4 2023, closing a stake of 351 shares — an estimated $7.96K sold.

IAG Wealth Partners first reported a position in GRNB in Q1 2023 and held it in 3 quarters. The position peaked at $8.25K in Q1 2023. 49 funds tracked by Wall St. Rank hold GRNB as of Q4 2023.

IAG Wealth Partners reported no remaining VanEck Green Bond ETF position as of Q4 2023 after selling out during the quarter.
IAG Wealth Partners sold 351 VanEck Green Bond ETF shares in Q4 2023, an estimated $7.96K.
IAG Wealth Partners first reported a position in VanEck Green Bond ETF in Q1 2023 and held it in 3 quarters.
IAG Wealth Partners's VanEck Green Bond ETF position peaked at $8.25K in Q1 2023.
49 funds tracked by Wall St. Rank held VanEck Green Bond ETF as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.