Congress Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.19M | Buy |
269,152
+10,927
| +4% | +$251K | 0.06% | 343 |
|
|
2025
Q1 | $5.94M | Sell |
258,225
-9,620
| -4% | -$221K | 0.07% | 302 |
|
|
2024
Q4 | $6.16M | Buy |
267,845
+38,505
| +17% | +$885K | 0.08% | 261 |
|
|
2024
Q3 | $5.38M | Buy |
229,340
+469
| +0.2% | +$11K | 0.07% | 283 |
|
|
2024
Q2 | $5.17M | Buy |
228,871
+9,833
| +4% | +$222K | 0.08% | 243 |
|
|
2024
Q1 | $4.99M | Sell |
219,038
-3,322
| -1% | -$75.6K | 0.09% | 228 |
|
|
2023
Q4 | $5.12M | Buy |
222,360
+16,750
| +8% | +$386K | 0.09% | 220 |
|
|
2023
Q3 | $4.53M | Buy |
205,610
+619
| +0.3% | +$13.6K | 0.09% | 224 |
|
|
2023
Q2 | $4.69M | Sell |
204,991
-3,130
| -2% | -$71.7K | 0.11% | 197 |
|
|
2023
Q1 | $4.87M | Buy |
208,121
+2,386
| +1% | +$55.8K | 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% | +$83.9K | 0.12% | 191 |
|
|
2022
Q2 | $4.55M | Buy |
190,166
+30,123
| +19% | +$720K | 0.12% | 193 |
|
|
2022
Q1 | $3.99M | Sell |
160,043
-103,935
| -39% | -$2.59M | 0.09% | 234 |
|
|
2021
Q4 | $7.04M | Buy |
+263,978
| New | +$7.04M | 0.14% | 186 |
|