IWA
Invera Wealth Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.08M | Buy |
22,758
+2,451
| +12% | +$116K | 1.27% | 24 |
|
|
2024
Q4 | $947K | Buy |
20,307
+3,896
| +24% | +$182K | 0.94% | 28 |
|
|
2024
Q3 | $775K | Buy |
16,411
+3,586
| +28% | +$169K | 0.77% | 33 |
|
|
2024
Q2 | $602K | Buy |
+12,825
| New | +$602K | 0.62% | 36 |
|