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Congress Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Congress Wealth Management’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.19M Buy
269,152
+10,927
+4% +$249K 0.06% 343
2025
Q1 		$5.94M Sell
258,225
-9,620
-4% -$218K 0.07% 302
2024
Q4 		$6.16M Buy
267,845
+38,505
+17% +$879K 0.08% 261
2024
Q3 		$5.38M Buy
229,340
+469
+0.2% +$10.9K 0.07% 283
2024
Q2 		$5.17M Buy
228,871
+9,833
+4% +$220K 0.08% 243
2024
Q1 		$4.99M Sell
219,038
-3,322
-1% -$75.5K 0.09% 228
2023
Q4 		$5.12M Buy
222,360
+16,750
+8% +$373K 0.09% 220
2023
Q3 		$4.53M Buy
205,610
+619
+0.3% +$13.9K 0.09% 224
2023
Q2 		$4.69M Sell
204,991
-3,130
-2% -$72.6K 0.11% 197
2023
Q1 		$4.87M Buy
208,121
+2,386
+1% +$55.1K 0.12% 189
2022
Q4 		$4.67M Buy
205,735
+11,881
+6% +$270K 0.12% 186
2022
Q3 		$4.41M Buy
193,854
+3,688
+2% +$87.4K 0.12% 191
2022
Q2 		$4.54M Buy
190,166
+30,123
+19% +$725K 0.12% 193
2022
Q1 		$3.99M Sell
160,043
-103,935
-39% -$2.66M 0.09% 234
2021
Q4 		$7.04M Buy
+263,978
New +$6.99M 0.14% 187

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Congress Wealth Management's GOVT Position: Q2 2025 in Review

Congress Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 4.2% in Q2 2025, buying an estimated $249K and bringing the position to 269,152 shares worth $6.19M. The position accounts for 0.06% of the portfolio, ranked #343.

Congress Wealth Management first reported a position in GOVT in Q4 2021 and has held it in 15 quarters since. The position peaked at $7.04M in Q4 2021. 772 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

  • Congress Wealth Management held 269,152 shares of iShares US Treasury Bond ETF worth $6.19M as of Q2 2025.
  • Congress Wealth Management bought 10,927 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $249K.
  • iShares US Treasury Bond ETF made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #343 holding.
  • Congress Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's iShares US Treasury Bond ETF position peaked at $7.04M in Q4 2021.
  • 772 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.