Lugano Financial Advisors SA (LFA)’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 |
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|
2025
Q1 | $282K | Hold |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $288K | Hold |
|
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|
2024
Q2 | $277K | Hold |
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|
2024
Q1 | $279K | Hold |
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|
2023
Q4 | $281K | Hold |
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|
2023
Q3 | $269K | Hold |
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $281K | Hold |
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|
2022
Q4 | $274K | Hold |
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|
2022
Q3 | $272K | Hold |
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|
2022
Q2 | $284K | Hold |
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|
2022
Q1 | $300K | Hold |
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|
2021
Q4 | $323K | Sell |
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|
2021
Q3 | $549K | Hold |
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|
2021
Q2 | $547K | Hold |
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|
2021
Q1 | $547K | Hold |
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|
2020
Q4 | $563K | Hold |
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|
2020
Q3 | $551K | Hold |
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|
2020
Q2 | $546K | Buy |
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