Shotwell Rutter Baer Inc Grows Stock Position in iShares USD Green Bond ETF (NASDAQ:BGRN)

Shotwell Rutter Baer Inc boosted its position in iShares USD Green Bond ETF (NASDAQ:BGRN) by 6.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 14,717 shares of the company’s stock after purchasing an additional 835 shares during the quarter. iShares USD Green Bond ETF comprises approximately 0.6% of Shotwell Rutter Baer Inc’s investment portfolio, making the stock its 21st largest position. Shotwell Rutter Baer Inc owned about 0.17% of iShares USD Green Bond ETF worth $681,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Envestnet Asset Management Inc. boosted its stake in iShares USD Green Bond ETF by 16.0% during the second quarter. Envestnet Asset Management Inc. now owns 504,187 shares of the company’s stock worth $23,465,000 after buying an additional 69,552 shares during the last quarter. Mercer Global Advisors Inc. ADV grew its holdings in shares of iShares USD Green Bond ETF by 17.9% in the second quarter. Mercer Global Advisors Inc. ADV now owns 421,688 shares of the company’s stock valued at $19,625,000 after purchasing an additional 63,874 shares during the period. Creative Planning increased its position 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 worth $5,259,000 after purchasing an additional 17,308 shares during the last quarter. Francis Financial Inc. boosted its holdings in iShares USD Green Bond ETF by 4.9% in the 3rd quarter. Francis Financial Inc. now owns 342,416 shares of the company’s stock valued at $16,552,000 after purchasing an additional 16,104 shares during the last quarter. Finally, Pathstone Holdings LLC grew its stake in shares of iShares USD Green Bond ETF by 33.2% in the 3rd quarter. Pathstone Holdings LLC now owns 36,187 shares of the company’s stock valued at $1,749,000 after buying an additional 9,014 shares during the period.

iShares USD Green Bond ETF Stock Down 0.1 %

BGRN stock opened at $46.26 on Tuesday. iShares USD Green Bond ETF has a one year low of $45.73 and a one year high of $48.54. The firm’s 50 day moving average price is $46.99 and its 200-day moving average price is $47.37.

iShares USD Green Bond ETF Increases Dividend

The firm also recently disclosed a monthly dividend, which was paid on Monday, December 23rd. Investors 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 dividend yield of 4.35%. This is an increase 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 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.