JFG Wealth Management’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
Q2
Sell
2025
Q1
$346K Hold
2024
Q4
$341K Hold
2024
Q3
$353K Buy
2024
Q2
$283K Buy
2024
Q1
$261K Buy
2023
Q4
$242K Hold
2023
Q3
$231K Hold
2023
Q2
$239K Hold
2023
Q1
$241K Hold
2022
Q4
$236K Buy
2021
Q3
Sell
2021
Q2
$201K Buy
2020
Q4
Sell
2020
Q3
$173K Buy