Congress Wealth Management’s SPDR Bloomberg Barclays 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 |
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|
2025
Q1 | $304K | Sell |
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|
2024
Q4 | $303K | Sell |
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|
2024
Q3 | $331K | Sell |
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|
2024
Q2 | $305K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $425K | Sell |
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|
2023
Q2 | $910K | Sell |
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|
2023
Q1 | $956K | Sell |
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|
2022
Q4 | $936K | Sell |
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|
2022
Q3 | $881K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.38M | Buy |
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