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	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