Congress Wealth Management’s iShares International Treasury Bond ETF IGOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$594K	Sell	13,792 -1,884	-12%	-$78.3K	0.01%	866
2025 Q1	$618K	Sell	15,676 -461	-3%	-$17.9K	0.01%	754
2024 Q4	$620K	Sell	16,137 -1,115	-6%	-$44.5K	0.01%	594
2024 Q3	$722K	Sell	17,252 -229	-1%	-$9.31K	0.01%	575
2024 Q2	$675K	Buy	+17,481	New	+$681K	0.01%	494
2024 Q1	–	Sell	-19,048	Closed	-$787K	–	607
2023 Q4	$787K	Buy	19,048 +667	+4%	+$25.7K	0.01%	409
2023 Q3	$683K	Sell	18,381 -1,389	-7%	-$54K	0.01%	412
2023 Q2	$783K	Sell	19,770 -3,531	-15%	-$141K	0.02%	363
2023 Q1	$937K	Sell	23,301 -489	-2%	-$19.5K	0.02%	351
2022 Q4	$931K	Sell	23,790 -8,363	-26%	-$320K	0.02%	343
2022 Q3	$1.18M	Sell	32,153 -209	-0.6%	-$8.32K	0.03%	323
2022 Q2	$1.32M	Buy	32,362 +1,873	+6%	+$80K	0.03%	314
2022 Q1	$1.42M	Sell	30,489 -11,036	-27%	-$533K	0.03%	317
2021 Q4	$2.09M	Buy	+41,525	New	+$2.11M	0.04%	306