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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.19M Buy
2025
Q1
$5.94M Sell
2024
Q4
$6.16M Buy
2024
Q3
$5.38M Buy
2024
Q2
$5.17M Buy
2024
Q1
$4.99M Sell
2023
Q4
$5.12M Buy
2023
Q3
$4.53M Buy
2023
Q2
$4.69M Sell
2023
Q1
$4.87M Buy
2022
Q4
$4.67M Buy
2022
Q3
$4.41M Buy
2022
Q2
$4.54M Buy
2022
Q1
$3.99M Sell
2021
Q4
$7.04M Buy