Congress Wealth Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$259K	Buy	5,423 +972	+22%	+$46.3K	﹤0.01%	1104
2025 Q1	$211K	Buy	+4,451	New	+$211K	﹤0.01%	1026
2024 Q4	–	Sell	-4,839	Closed	-$234K	–	874
2024 Q3	$234K	Buy	+4,839	New	+$234K	﹤0.01%	791