Morton Brown Family Wealth’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 | $168K | Buy |
3,527
+75
| +2% | +$3.58K | 0.05% | 63 |
|
|
2025
Q1 | $163K | Buy |
3,452
+154
| +5% | +$7.29K | 0.06% | 62 |
|
|
2024
Q4 | $154K | Buy |
3,298
+1,235
| +60% | +$57.6K | 0.05% | 66 |
|
|
2024
Q3 | $99.7K | Hold |
2,063
| – | – | 0.04% | 76 |
|
|
2024
Q2 | $97K | Sell |
2,063
-56
| -3% | -$2.63K | 0.04% | 74 |
|
|
2024
Q1 | $99.4K | Buy |
2,119
+493
| +30% | +$23.1K | 0.04% | 69 |
|
|
2023
Q4 | $76.8K | Buy |
1,626
+7
| +0.4% | +$331 | 0.03% | 81 |
|
|
2023
Q3 | $73.1K | Buy |
1,619
+123
| +8% | +$5.55K | 0.04% | 68 |
|
|
2023
Q2 | $69.6K | Buy |
1,496
+10
| +0.7% | +$465 | 0.04% | 67 |
|
|
2023
Q1 | $70K | Buy |
1,486
+16
| +1% | +$753 | 0.04% | 69 |
|
|
2022
Q4 | $67.6K | Buy |
1,470
+4
| +0.3% | +$184 | 0.05% | 71 |
|
|
2022
Q3 | $67K | Buy |
1,466
+5
| +0.3% | +$229 | 0.05% | 62 |
|
|
2022
Q2 | $70K | Buy |
1,461
+29
| +2% | +$1.39K | 0.05% | 59 |
|
|
2022
Q1 | $72K | Hold |
1,432
| – | – | 0.05% | 60 |
|
|
2021
Q4 | $78K | Buy |
+1,432
| New | +$78K | 0.06% | 61 |
|