Congress Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Congress Asset Management’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$1.57M	Sell
2024 Q4	$1.61M	Sell
2024 Q3	$3.51M	Sell
2024 Q2	$3.87M	Sell
2024 Q1	$4.15M	Sell
2023 Q4	$4.32M	Buy
2023 Q3	$1.63M	Sell
2023 Q2	$1.82M	Sell
2023 Q1	$2.03M	Buy