WealthShield Partners’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 | $112K | Sell |
2,359
-10
| -0.4% | -$477 | 0.01% | 368 |
|
|
2025
Q1 | $112K | Hold |
2,369
| – | – | 0.01% | 359 |
|
|
2024
Q4 | $110K | Sell |
2,369
-80
| -3% | -$3.73K | 0.02% | 331 |
|
|
2024
Q3 | $118K | Sell |
2,449
-35
| -1% | -$1.69K | 0.02% | 332 |
|
|
2024
Q2 | $116K | Hold |
2,484
| – | – | 0.02% | 315 |
|
|
2024
Q1 | $116K | Hold |
2,484
| – | – | 0.02% | 309 |
|
|
2023
Q4 | $117K | Sell |
2,484
-20
| -0.8% | -$945 | 0.02% | 311 |
|
|
2023
Q3 | $113K | Hold |
2,504
| – | – | 0.02% | 330 |
|
|
2023
Q2 | $117K | Hold |
2,504
| – | – | 0.02% | 322 |
|
|
2023
Q1 | $118K | Buy |
+2,504
| New | +$118K | 0.02% | 321 |
|