Wealth Enhancement Advisory Services
BGRN icon

Wealth Enhancement Advisory Services’s iShares USD Green Bond ETF BGRN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BGRN Stock Details BGRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,317
Closed -$202K – 2627
2024
Q1 		$202K Sell
4,317
-3,744
-46% -$175K ﹤0.01% 2191
2023
Q4 		$381K Sell
8,061
-1,080
-12% -$49.2K ﹤0.01% 1668
2023
Q3 		$413K Buy
+9,141
New +$419K ﹤0.01% 1547

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Wealth Enhancement Advisory Services's BGRN Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of iShares USD Green Bond ETF (BGRN) in Q2 2024, closing a stake of 4,317 shares — an estimated $202K sold.

Wealth Enhancement Advisory Services first reported a position in BGRN in Q3 2023 and held it in 3 quarters. The position peaked at $413K in Q3 2023. 113 funds tracked by Wall St. Rank hold BGRN as of Q2 2024.

  • Wealth Enhancement Advisory Services reported no remaining iShares USD Green Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 4,317 iShares USD Green Bond ETF shares in Q2 2024, an estimated $202K.
  • Wealth Enhancement Advisory Services first reported a position in iShares USD Green Bond ETF in Q3 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's iShares USD Green Bond ETF position peaked at $413K in Q3 2023.
  • 113 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.