Congress Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.12M	Sell	21,075 -313	-1%	-$31.5K	0.02%	542
2025 Q1	$2.15M	Buy	21,388 +3,276	+18%	+$329K	0.03%	477
2024 Q4	$1.82M	Sell	18,112 -17,103	-49%	-$1.72M	0.03%	425
2024 Q3	$3.55M	Sell	35,215 -3,319	-9%	-$334K	0.05%	342
2024 Q2	$3.88M	Sell	38,534 -2,669	-6%	-$268K	0.06%	278
2024 Q1	$4.15M	Sell	41,203 -1,806	-4%	-$182K	0.07%	245
2023 Q4	$4.31M	Buy	43,009 +26,843	+166%	+$2.7M	0.08%	238
2023 Q3	$1.63M	Sell	16,166 -1,870	-10%	-$188K	0.03%	325
2023 Q2	$1.81M	Sell	18,036 -5,933	-25%	-$596K	0.04%	277
2023 Q1	$2.41M	Buy	23,969 +19,304	+414%	+$1.94M	0.06%	249
2022 Q4	$467K	Buy	4,665 +1,750	+60%	+$175K	0.01%	414
2022 Q3	$292K	Hold	2,915	–	–	0.01%	473
2022 Q2	$292K	Buy	+2,915	New	+$292K	0.01%	483