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Congress Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Congress Wealth Management’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.58M Sell
32,406
-964
-3% -$46.9K 0.02% 603
2025
Q1 		$1.61M Buy
+33,370
New +$1.61M 0.02% 536