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

Congress Wealth Management’s Portfolio IGOV Stock Details IGOV Fund Activity

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

Other funds holding IGOV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Congress Wealth Management's IGOV Position: Q2 2025 in Review

Congress Wealth Management reduced its iShares International Treasury Bond ETF (IGOV) stake by 12% in Q2 2025, selling an estimated $78.3K and leaving 13,792 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #866.

Congress Wealth Management first reported a position in IGOV in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.09M in Q4 2021. 133 funds tracked by Wall St. Rank hold IGOV as of Q2 2025.

Congress Wealth Management held 13,792 shares of iShares International Treasury Bond ETF worth $594K as of Q2 2025.
Congress Wealth Management sold 1,884 iShares International Treasury Bond ETF shares in Q2 2025, an estimated $78.3K.
iShares International Treasury Bond ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #866 holding.
Congress Wealth Management first reported a position in iShares International Treasury Bond ETF in Q4 2021 and has held it in 14 quarters since.
Congress Wealth Management's iShares International Treasury Bond ETF position peaked at $2.09M in Q4 2021.
133 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.