Congress Wealth Management’s iShares 1-3 Year International Treasury Bond ETF IGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Sell |
13,792
-1,884
| -12% | -$81.2K | 0.01% | 866 |
|
|
2025
Q1 | $618K | Sell |
15,676
-461
| -3% | -$18.2K | 0.01% | 754 |
|
|
2024
Q4 | $620K | Sell |
16,137
-1,115
| -6% | -$42.8K | 0.01% | 594 |
|
|
2024
Q3 | $722K | Sell |
17,252
-229
| -1% | -$9.58K | 0.01% | 575 |
|
|
2024
Q2 | $675K | Buy |
+17,481
| New | +$675K | 0.01% | 494 |
|
|
2024
Q1 | – | Sell |
-19,048
| Closed | -$787K | – | 607 |
|
|
2023
Q4 | $787K | Buy |
19,048
+667
| +4% | +$27.6K | 0.01% | 409 |
|
|
2023
Q3 | $683K | Sell |
18,381
-1,389
| -7% | -$51.6K | 0.01% | 412 |
|
|
2023
Q2 | $783K | Sell |
19,770
-3,531
| -15% | -$140K | 0.02% | 363 |
|
|
2023
Q1 | $937K | Sell |
23,301
-489
| -2% | -$19.7K | 0.02% | 351 |
|
|
2022
Q4 | $931K | Sell |
23,790
-8,363
| -26% | -$327K | 0.02% | 343 |
|
|
2022
Q3 | $1.18M | Sell |
32,153
-209
| -0.6% | -$7.65K | 0.03% | 323 |
|
|
2022
Q2 | $1.32M | Buy |
32,362
+1,873
| +6% | +$76.6K | 0.03% | 314 |
|
|
2022
Q1 | $1.42M | Sell |
30,489
-11,036
| -27% | -$513K | 0.03% | 317 |
|
|
2021
Q4 | $2.09M | Buy |
+41,525
| New | +$2.09M | 0.04% | 304 |
|