Plum Street Advisors’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 | $1.41M | Sell |
29,569
-1,484
| -5% | -$70.7K | 0.62% | 39 |
|
|
2025
Q1 | $1.47M | Buy |
31,053
+391
| +1% | +$18.5K | 0.71% | 35 |
|
|
2024
Q4 | $1.43M | Buy |
30,662
+16,092
| +110% | +$750K | 0.71% | 35 |
|
|
2024
Q3 | $704K | Buy |
14,570
+165
| +1% | +$7.98K | 0.36% | 49 |
|
|
2024
Q2 | $670K | Sell |
14,405
-165
| -1% | -$7.68K | 0.39% | 44 |
|
|
2024
Q1 | $704K | Buy |
14,570
+241
| +2% | +$11.7K | 0.36% | 49 |
|
|
2023
Q4 | $677K | Buy |
+14,329
| New | +$677K | 0.45% | 42 |
|