Congress Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.77M	Buy	14,862 +4,480	+43%	+$528K	0.02%	579
2025 Q1	$1.23M	Sell	10,382 -441	-4%	-$51.4K	0.01%	586
2024 Q4	$1.25M	Buy	10,823 +6,608	+157%	+$771K	0.02%	487
2024 Q3	$504K	Sell	4,215 -272	-6%	-$32.1K	0.01%	635
2024 Q2	$518K	Buy	4,487 +43	+1%	+$4.93K	0.01%	533
2024 Q1	$515K	Sell	4,444 -13	-0.3%	-$1.51K	0.01%	449
2023 Q4	$522K	Sell	4,457 -1,304	-23%	-$149K	0.01%	456
2023 Q3	$652K	Sell	5,761 -624	-10%	-$71.4K	0.01%	418
2023 Q2	$736K	Sell	6,385 -51	-0.8%	-$5.97K	0.02%	372
2023 Q1	$757K	Buy	6,436 +270	+4%	+$31.4K	0.02%	375
2022 Q4	$708K	Buy	6,166 +562	+10%	+$64.4K	0.02%	371
2022 Q3	$641K	Buy	5,604 +377	+7%	+$44.6K	0.02%	379
2022 Q2	$623K	Sell	5,227 -1,945	-27%	-$232K	0.02%	380
2022 Q1	$875K	Sell	7,172 -284	-4%	-$35.6K	0.02%	372
2021 Q4	$959K	Buy	+7,456	New	+$963K	0.02%	376