Laurel Wealth Planning’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 | $3.02M | Buy |
63,416
+4,114
| +7% | +$196K | 1.72% | 21 |
|
|
2025
Q1 | $2.81M | Buy |
59,302
+1,536
| +3% | +$72.7K | 1.87% | 19 |
|
|
2024
Q4 | $2.69M | Buy |
57,766
+2,045
| +4% | +$95.3K | 1.74% | 21 |
|
|
2024
Q3 | $2.69M | Sell |
55,721
-786
| -1% | -$38K | 1.76% | 20 |
|
|
2024
Q2 | $2.63M | Buy |
56,507
+1,240
| +2% | +$57.7K | 1.83% | 19 |
|
|
2024
Q1 | $2.59M | Buy |
55,267
+2,380
| +5% | +$112K | 1.72% | 20 |
|
|
2023
Q4 | $2.5M | Sell |
52,887
-41
| -0.1% | -$1.94K | 1.77% | 20 |
|
|
2023
Q3 | $2.39M | Sell |
52,928
-7
| -0% | -$316 | 1.86% | 20 |
|
|
2023
Q2 | $2.46M | Sell |
52,935
-5,410
| -9% | -$252K | 1.76% | 23 |
|
|
2023
Q1 | $2.75M | Buy |
58,345
+9,861
| +20% | +$464K | 1.82% | 26 |
|
|
2022
Q4 | $2.23M | Buy |
48,484
+1,949
| +4% | +$89.6K | 1.44% | 28 |
|
|
2022
Q3 | $2.12M | Buy |
46,535
+3,124
| +7% | +$142K | 1.56% | 26 |
|
|
2022
Q2 | $2.07M | Buy |
43,411
+1,010
| +2% | +$48.2K | 1.46% | 26 |
|
|
2022
Q1 | $2.15M | Buy |
42,401
+15,712
| +59% | +$795K | 1.45% | 24 |
|
|
2021
Q4 | $1.45M | Buy |
26,689
+22,869
| +599% | +$1.24M | 1.1% | 29 |
|
|
2021
Q3 | $210K | Buy |
+3,820
| New | +$210K | 0.17% | 58 |
|