Falcon Wealth Planning Has $611,000 Stock Holdings in iShares USD Green Bond ETF (NASDAQ:BGRN)

Falcon Wealth Planning grew its stake in iShares USD Green Bond ETF (NASDAQ:BGRN) by 6.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 13,106 shares of the company’s stock after purchasing an additional 778 shares during the quarter. Falcon Wealth Planning owned about 0.15% of iShares USD Green Bond ETF worth $611,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in BGRN. Omega Financial Group LLC raised its holdings in iShares USD Green Bond ETF by 1.6% during the 4th quarter. Omega Financial Group LLC now owns 16,333 shares of the company’s stock worth $761,000 after buying an additional 262 shares during the period. Dynamic Advisor Solutions LLC lifted its position in iShares USD Green Bond ETF by 1.7% in the 4th quarter. Dynamic Advisor Solutions LLC now owns 16,301 shares of the company’s stock valued at $760,000 after acquiring an additional 276 shares in the last quarter. Allworth Financial LP boosted its stake in iShares USD Green Bond ETF by 93.2% in the 3rd quarter. Allworth Financial LP now owns 655 shares of the company’s stock worth $32,000 after purchasing an additional 316 shares during the period. Johnson Financial Group LLC increased its holdings in iShares USD Green Bond ETF by 2.6% during the 3rd quarter. Johnson Financial Group LLC now owns 14,041 shares of the company’s stock worth $679,000 after purchasing an additional 355 shares in the last quarter. Finally, Sachetta LLC raised its stake in shares of iShares USD Green Bond ETF by 19.4% in the 4th quarter. Sachetta LLC now owns 2,370 shares of the company’s stock valued at $110,000 after purchasing an additional 385 shares during the period.

iShares USD Green Bond ETF Price Performance

Shares of NASDAQ:BGRN opened at $46.91 on Wednesday. The company’s 50-day moving average price is $46.89 and its two-hundred day moving average price is $47.37. iShares USD Green Bond ETF has a one year low of $45.73 and a one year high of $48.54.

iShares USD Green Bond ETF Increases Dividend

The business also recently disclosed a monthly dividend, which was paid on Monday, December 23rd. Shareholders of record on Wednesday, December 18th were given a dividend of $0.1676 per share. This represents a $2.01 dividend on an annualized basis and a yield of 4.29%. This is a boost from iShares USD Green Bond ETF’s previous monthly dividend of $0.16. The ex-dividend date of this dividend was Wednesday, December 18th.

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.