Sound View Wealth Advisors Group’s iShares USD Green Bond ETF BGRN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$601K Buy
12,614
+891
+8% +$42.5K 0.04% 247
2025
Q1
$555K Buy
11,723
+514
+5% +$24.3K 0.05% 240
2024
Q4
$523K Buy
11,209
+154
+1% +$7.18K 0.04% 256
2024
Q3
$534K Buy
+11,055
New +$534K 0.04% 247