Morton Brown Family Wealth’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
Q3 | $170K | Buy |
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|
2025
Q2 | $168K | Buy |
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|
2025
Q1 | $163K | Buy |
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|
2024
Q4 | $154K | Buy |
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|
2024
Q3 | $99.7K | Hold |
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|
2024
Q2 | $97K | Sell |
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|
2024
Q1 | $99.4K | Buy |
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|
2023
Q4 | $76.8K | Buy |
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|
2023
Q3 | $73.1K | Buy |
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|
2023
Q2 | $69.6K | Buy |
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|
2023
Q1 | $70K | Buy |
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|
2022
Q4 | $67.6K | Buy |
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|
2022
Q3 | $67K | Buy |
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|
2022
Q2 | $70K | Buy |
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|
2022
Q1 | $72K | Hold |
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|
2021
Q4 | $78K | Buy |
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