Omega Financial Group’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
$861K Buy
2025
Q1
$839K Buy
2024
Q4
$761K Buy
2024
Q3
$777K Sell
2024
Q2
$761K Buy
2024
Q1
$746K Buy
2023
Q4
$685K Sell
2023
Q3
$698K Sell
2023
Q2
$760K Sell
2023
Q1
$770K Buy
2022
Q4
$486K Buy
2022
Q3
$469K Buy
2022
Q2
$439K Buy
2022
Q1
$243K Buy
2021
Q4
$234K Buy