MWM
BGRN icon

Modern Wealth Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Modern Wealth Management’s Portfolio BGRN Stock Details BGRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.46M Buy
30,718
+13,529
+79% +$645K 0.04% 304
2025
Q1 		$814K Sell
17,189
-1,221
-7% -$57.8K 0.03% 335
2024
Q4 		$858K Buy
+18,410
New +$858K 0.03% 277