CWM
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Congress Wealth Management’s SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Congress Wealth Management’s Portfolio BWZ Stock Details BWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$30.7M Buy
+1,092,802
New +$30.7M 0.3% 80