JFG Wealth Management LLC Has $353,000 Stock Holdings in iShares USD Green Bond ETF (NASDAQ:BGRN)

JFG Wealth Management LLC lifted its position in iShares USD Green Bond ETF (NASDAQ:BGRN) by 20.1% in the third quarter, Holdings Channel.com reports. The institutional investor owned 7,304 shares of the company’s stock after purchasing an additional 1,224 shares during the period. JFG Wealth Management LLC’s holdings in iShares USD Green Bond ETF were worth $353,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of the stock. Envestnet Asset Management Inc. lifted its position in iShares USD Green Bond ETF by 16.0% during the 2nd quarter. Envestnet Asset Management Inc. now owns 504,187 shares of the company’s stock valued at $23,465,000 after purchasing an additional 69,552 shares during the period. Mercer Global Advisors Inc. ADV increased its stake in iShares USD Green Bond ETF by 17.9% during the 2nd quarter. Mercer Global Advisors Inc. ADV now owns 421,688 shares of the company’s stock worth $19,625,000 after purchasing an additional 63,874 shares in the last quarter. Francis Financial Inc. increased its stake in iShares USD Green Bond ETF by 11.9% during the 2nd quarter. Francis Financial Inc. now owns 326,312 shares of the company’s stock worth $15,187,000 after purchasing an additional 34,776 shares in the last quarter. Creative Planning increased its stake in iShares USD Green Bond ETF by 1.8% during the 3rd quarter. Creative Planning now owns 115,079 shares of the company’s stock worth $5,563,000 after purchasing an additional 2,078 shares in the last quarter. Finally, Cetera Investment Advisers grew its stake in shares of iShares USD Green Bond ETF by 2.1% during the 2nd quarter. Cetera Investment Advisers now owns 93,948 shares of the company’s stock worth $4,372,000 after acquiring an additional 1,923 shares in the last quarter.

iShares USD Green Bond ETF Stock Up 0.1 %

Shares of BGRN opened at $47.22 on Wednesday. iShares USD Green Bond ETF has a twelve month low of $44.65 and a twelve month high of $48.54. The company has a 50 day moving average of $47.89 and a 200-day moving average of $47.19.

iShares USD Green Bond ETF Cuts Dividend

The company also recently announced a monthly dividend, which will be paid on Wednesday, November 6th. Investors of record on Friday, November 1st will be paid a $0.1633 dividend. The ex-dividend date is Friday, November 1st. This represents a $1.96 annualized dividend and a dividend yield of 4.15%.

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.