Private Wealth Management Group LLC Lowers Stock Position in iShares USD Green Bond ETF $BGRN

Private Wealth Management Group LLC lessened its stake in shares of iShares USD Green Bond ETF (NASDAQ:BGRN) by 1.0% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 24,969 shares of the company’s stock after selling 250 shares during the period. Private Wealth Management Group LLC’s holdings in iShares USD Green Bond ETF were worth $1,190,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Envestnet Portfolio Solutions Inc. increased its holdings in iShares USD Green Bond ETF by 2.2% during the first quarter. Envestnet Portfolio Solutions Inc. now owns 37,751 shares of the company’s stock worth $1,788,000 after buying an additional 818 shares during the last quarter. Walkner Condon Financial Advisors LLC increased its holdings in iShares USD Green Bond ETF by 5.6% during the first quarter. Walkner Condon Financial Advisors LLC now owns 23,443 shares of the company’s stock worth $1,110,000 after buying an additional 1,235 shares during the last quarter. Cetera Investment Advisers increased its holdings in iShares USD Green Bond ETF by 2.3% during the first quarter. Cetera Investment Advisers now owns 92,316 shares of the company’s stock worth $4,372,000 after buying an additional 2,112 shares during the last quarter. Ally Invest Advisors Inc. purchased a new stake in iShares USD Green Bond ETF during the first quarter worth about $202,000. Finally, Aprio Wealth Management LLC increased its holdings in iShares USD Green Bond ETF by 4.4% during the first quarter. Aprio Wealth Management LLC now owns 13,518 shares of the company’s stock worth $640,000 after buying an additional 574 shares during the last quarter.

iShares USD Green Bond ETF Trading Down 0.0%

BGRN opened at $48.34 on Friday. The firm has a 50-day moving average price of $48.00 and a 200-day moving average price of $47.43. iShares USD Green Bond ETF has a twelve month low of $46.15 and a twelve month high of $48.38.

iShares USD Green Bond ETF Announces Dividend

The firm also recently announced a monthly dividend, which will be paid on Tuesday, October 6th. Stockholders of record on Thursday, October 1st will be paid a $0.1666 dividend. The ex-dividend date is Thursday, October 1st. This represents a c) annualized dividend and a dividend yield of 4.1%.

iShares USD Green Bond ETF Company Profile

The iShares USD Green Bond ETF (BGRN) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-value-weighted index of USD-denominated investment-grade government and corporate bonds linked to environmentally beneficial projects, as identified by MSCI.