Congress Wealth Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$318K	Sell	13,522 -374	-3%	-$8.54K	﹤0.01%	1052
2025 Q1	$304K	Sell	13,896 -268	-2%	-$5.79K	﹤0.01%	937
2024 Q4	$303K	Sell	14,164 -11	-0.1%	-$243	﹤0.01%	764
2024 Q3	$331K	Sell	14,175 -43	-0.3%	-$971	﹤0.01%	710
2024 Q2	$305K	Buy	+14,218	New	+$309K	﹤0.01%	613
2023 Q4	–	Sell	-20,022	Closed	-$425K	–	611
2023 Q3	$425K	Sell	20,022 -20,336	-50%	-$451K	0.01%	475
2023 Q2	$910K	Sell	40,358 -982	-2%	-$22.4K	0.02%	350
2023 Q1	$956K	Sell	41,340 -378	-0.9%	-$8.62K	0.02%	349
2022 Q4	$936K	Sell	41,718 -590	-1%	-$12.8K	0.02%	342
2022 Q3	$881K	Sell	42,308 -2,480	-6%	-$56K	0.02%	340
2022 Q2	$1.04M	Sell	44,788 -3,284	-7%	-$79.2K	0.03%	331
2022 Q1	$1.25M	Sell	48,072 -852	-2%	-$23.1K	0.03%	327
2021 Q4	$1.38M	Buy	+48,924	New	+$1.39M	0.03%	339