Congress Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.98M	Buy	23,842 +2,694	+13%	+$222K	0.02%	560
2025 Q1	$1.75M	Buy	21,148 +2,096	+11%	+$172K	0.02%	522
2024 Q4	$1.56M	Sell	19,052 -743	-4%	-$61.1K	0.02%	448
2024 Q3	$1.65M	Buy	19,795 +607	+3%	+$50.1K	0.02%	452
2024 Q2	$1.57M	Sell	19,188 -114	-0.6%	-$9.28K	0.02%	380
2024 Q1	$1.58M	Sell	19,302 -536	-3%	-$43.9K	0.03%	339
2023 Q4	$1.63M	Sell	19,838 -4,803	-19%	-$390K	0.03%	340
2023 Q3	$2M	Buy	24,641 +862	+4%	+$69.8K	0.04%	302
2023 Q2	$1.93M	Sell	23,779 -1,121	-5%	-$91.7K	0.04%	265
2023 Q1	$2.05M	Buy	24,900 +102	+0.4%	+$8.31K	0.05%	262
2022 Q4	$2.01M	Buy	24,798 +1,407	+6%	+$114K	0.05%	257
2022 Q3	$1.9M	Buy	23,391 +13	+0.1%	+$1.07K	0.05%	278
2022 Q2	$1.94M	Sell	23,378 -11,424	-33%	-$948K	0.05%	278
2022 Q1	$2.9M	Sell	34,802 -150	-0.4%	-$12.7K	0.06%	269
2021 Q4	$2.99M	Buy	+34,952	New	+$3M	0.06%	273