iShares USD Green Bond ETF (NASDAQ:BGRN) Stake Increased by Francis Financial Inc.

Francis Financial Inc. grew its stake in shares of iShares USD Green Bond ETF (NASDAQ:BGRNFree Report) by 40.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 291,536 shares of the company’s stock after buying an additional 83,678 shares during the period. iShares USD Green Bond ETF accounts for approximately 4.4% of Francis Financial Inc.’s portfolio, making the stock its 7th largest holding. Francis Financial Inc. owned approximately 3.89% of iShares USD Green Bond ETF worth $13,670,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Elevated Capital Advisors LLC bought a new stake in shares of iShares USD Green Bond ETF during the 1st quarter valued at about $226,000. Aprio Wealth Management LLC boosted its position in shares of iShares USD Green Bond ETF by 4.0% during the 1st quarter. Aprio Wealth Management LLC now owns 12,186 shares of the company’s stock valued at $571,000 after acquiring an additional 473 shares during the last quarter. Clarity Asset Management Inc. bought a new stake in shares of iShares USD Green Bond ETF during the 4th quarter valued at about $172,000. Robinson Smith Wealth Advisors LLC bought a new stake in iShares USD Green Bond ETF in the 4th quarter worth approximately $1,502,000. Finally, Franklin Resources Inc. lifted its position in iShares USD Green Bond ETF by 1.3% in the 4th quarter. Franklin Resources Inc. now owns 17,320 shares of the company’s stock worth $818,000 after buying an additional 220 shares during the last quarter.

iShares USD Green Bond ETF Stock Performance

NASDAQ:BGRN opened at $46.54 on Monday. The business has a 50 day moving average of $46.44 and a 200 day moving average of $46.63. iShares USD Green Bond ETF has a 1-year low of $44.18 and a 1-year high of $47.36.

iShares USD Green Bond ETF Announces Dividend

The company also recently announced a monthly dividend, which was paid on Friday, June 7th. Investors of record on Monday, June 3rd were given a $0.1563 dividend. The ex-dividend date of this dividend was Monday, June 3rd. This represents a $1.88 dividend on an annualized basis and a yield of 4.03%.

iShares USD Green Bond ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for iShares USD Green Bond ETF (NASDAQ:BGRN)

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