Invera Wealth Advisors LLC grew its holdings in iShares USD Green Bond ETF (NASDAQ:BGRN – Free Report) by 23.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 20,307 shares of the company’s stock after purchasing an additional 3,896 shares during the period. iShares USD Green Bond ETF makes up 0.9% of Invera Wealth Advisors LLC’s portfolio, making the stock its 28th biggest position. Invera Wealth Advisors LLC’s holdings in iShares USD Green Bond ETF were worth $947,000 at the end of the most recent quarter.
A number of other hedge funds also recently modified their holdings of BGRN. Allworth Financial LP lifted its holdings in shares of iShares USD Green Bond ETF by 93.2% in the third quarter. Allworth Financial LP now owns 655 shares of the company’s stock valued at $32,000 after purchasing an additional 316 shares in the last quarter. Richardson Financial Services Inc. lifted its holdings in shares of iShares USD Green Bond ETF by 102.9% in the third quarter. Richardson Financial Services Inc. now owns 1,548 shares of the company’s stock valued at $73,000 after purchasing an additional 785 shares in the last quarter. Trust Co. of Vermont purchased a new stake in shares of iShares USD Green Bond ETF in the fourth quarter valued at $78,000. Sachetta LLC lifted its holdings in shares of iShares USD Green Bond ETF by 19.4% in the fourth quarter. Sachetta LLC now owns 2,370 shares of the company’s stock valued at $110,000 after purchasing an additional 385 shares in the last quarter. Finally, Morton Brown Family Wealth LLC lifted its holdings in shares of iShares USD Green Bond ETF by 59.9% in the fourth quarter. Morton Brown Family Wealth LLC now owns 3,298 shares of the company’s stock valued at $154,000 after purchasing an additional 1,235 shares in the last quarter.
iShares USD Green Bond ETF Stock Performance
BGRN opened at $46.78 on Thursday. The stock has a fifty day moving average of $46.72 and a 200-day moving average of $47.34. iShares USD Green Bond ETF has a 12-month low of $45.73 and a 12-month high of $48.54.
iShares USD Green Bond ETF Increases Dividend
About iShares USD Green Bond ETF
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.
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