Congress Wealth Management’s SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Sell
9,548
-183
-2% -$5.96K ﹤0.01% 1062
2025
Q1
$287K Sell
9,731
-13
-0.1% -$383 ﹤0.01% 946
2024
Q4
$276K Sell
9,744
-19
-0.2% -$539 ﹤0.01% 783
2024
Q3
$299K Sell
9,763
-12
-0.1% -$367 ﹤0.01% 729
2024
Q2
$281K Buy
+9,775
New +$281K ﹤0.01% 632
2023
Q4
Sell
-10,152
Closed -$275K 639
2023
Q3
$275K Sell
10,152
-35
-0.3% -$950 0.01% 535
2023
Q2
$289K Sell
10,187
-221
-2% -$6.27K 0.01% 488
2023
Q1
$297K Buy
10,408
+281
+3% +$8.02K 0.01% 484
2022
Q4
$281K Sell
10,127
-384
-4% -$10.6K 0.01% 493
2022
Q3
$264K Sell
10,511
-102
-1% -$2.56K 0.01% 487
2022
Q2
$298K Sell
10,613
-446
-4% -$12.5K 0.01% 480
2022
Q1
$352K Sell
11,059
-4,966
-31% -$158K 0.01% 483
2021
Q4
$554K Buy
+16,025
New +$554K 0.01% 450