Congress Wealth Management’s SPDR Bloomberg Barclays International Treasury Bond ETF BWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
13,522
-374
| -3% | -$8.79K | ﹤0.01% | 1052 |
|
|
2025
Q1 | $304K | Sell |
13,896
-268
| -2% | -$5.86K | ﹤0.01% | 937 |
|
|
2024
Q4 | $303K | Sell |
14,164
-11
| -0.1% | -$235 | ﹤0.01% | 764 |
|
|
2024
Q3 | $331K | Sell |
14,175
-43
| -0.3% | -$1.01K | ﹤0.01% | 710 |
|
|
2024
Q2 | $305K | Buy |
+14,218
| New | +$305K | ﹤0.01% | 613 |
|
|
2023
Q4 | – | Sell |
-20,022
| Closed | -$425K | – | 611 |
|
|
2023
Q3 | $425K | Sell |
20,022
-20,336
| -50% | -$432K | 0.01% | 475 |
|
|
2023
Q2 | $910K | Sell |
40,358
-982
| -2% | -$22.1K | 0.02% | 350 |
|
|
2023
Q1 | $956K | Sell |
41,340
-378
| -0.9% | -$8.74K | 0.02% | 349 |
|
|
2022
Q4 | $936K | Sell |
41,718
-590
| -1% | -$13.2K | 0.02% | 342 |
|
|
2022
Q3 | $881K | Sell |
42,308
-2,480
| -6% | -$51.6K | 0.02% | 340 |
|
|
2022
Q2 | $1.04M | Sell |
44,788
-3,284
| -7% | -$76K | 0.03% | 331 |
|
|
2022
Q1 | $1.25M | Sell |
48,072
-852
| -2% | -$22.2K | 0.03% | 327 |
|
|
2021
Q4 | $1.38M | Buy |
+48,924
| New | +$1.38M | 0.03% | 337 |
|