Congress Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$436K	Sell	8,269 -38,760	-82%	-$2.02M	﹤0.01%	964
2025 Q1	$2.46M	Buy	47,029 +26,594	+130%	+$1.38M	0.03%	450
2024 Q4	$1.06M	Buy	20,435 +4,713	+30%	+$245K	0.01%	511
2024 Q3	$828K	Buy	15,722 +8,335	+113%	+$434K	0.01%	547
2024 Q2	$379K	Sell	7,387 -648	-8%	-$33.1K	0.01%	573
2024 Q1	$412K	Buy	8,035 +452	+6%	+$23.1K	0.01%	469
2023 Q4	$389K	Sell	7,583 -229	-3%	-$11.5K	0.01%	498
2023 Q3	$389K	Buy	+7,812	New	+$391K	0.01%	490
2023 Q2	–	Sell	-5,582	Closed	-$282K	–	564
2023 Q1	$282K	Sell	5,582 -168	-3%	-$8.44K	0.01%	491
2022 Q4	$286K	Sell	5,750 -580	-9%	-$28.7K	0.01%	486
2022 Q3	$312K	Sell	6,330 -95	-1%	-$4.79K	0.01%	466
2022 Q2	$325K	Sell	6,425 -7,205	-53%	-$367K	0.01%	460
2022 Q1	$705K	Buy	13,630 +7,558	+124%	+$398K	0.02%	396
2021 Q4	$327K	Buy	+6,072	New	+$329K	0.01%	523