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

Falcon Wealth Planning lifted its position in shares of iShares USD Green Bond ETF (NASDAQ:BGRN) by 6.3% during the fourth quarter, according to its most recent disclosure 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’s holdings in iShares USD Green Bond ETF were worth $611,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of BGRN. Creative Planning lifted its holdings in iShares USD Green Bond ETF by 18.1% during the second quarter. Creative Planning now owns 113,001 shares of the company’s stock valued at $5,259,000 after purchasing an additional 17,308 shares during the last quarter. Vontobel Holding Ltd. raised its position in shares of iShares USD Green Bond ETF by 3.4% in the third quarter. Vontobel Holding Ltd. now owns 13,122 shares of the company’s stock valued at $634,000 after purchasing an additional 435 shares during the period. First National Corp MA ADV purchased a new stake in shares of iShares USD Green Bond ETF during the 3rd quarter valued at approximately $249,000. Cetera Investment Advisers boosted its holdings in iShares USD Green Bond ETF by 2.1% in the 2nd quarter. Cetera Investment Advisers now owns 93,948 shares of the company’s stock worth $4,372,000 after buying an additional 1,923 shares during the period. Finally, Sanctuary Advisors LLC purchased a new position in iShares USD Green Bond ETF in the 2nd quarter valued at approximately $207,000.

iShares USD Green Bond ETF Price Performance

Shares of BGRN stock opened at $46.91 on Wednesday. iShares USD Green Bond ETF has a 1 year low of $45.73 and a 1 year high of $48.54. The company’s fifty day simple moving average is $46.89 and its two-hundred day simple moving average is $47.37.

iShares USD Green Bond ETF Increases Dividend

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

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.