Badgley Phelps Wealth Managers’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.7M	Buy	514,947 +1,434	+0.3%	+$112K	0.79%	34
2025 Q4	$40M	Sell	513,513 -23,892	-4%	-$1.87M	0.73%	35
2025 Q3	$42M	Sell	537,405 -11,246	-2%	-$871K	0.88%	29
2025 Q2	$42.4M	Buy	548,651 +2,767	+0.5%	+$211K	0.94%	28
2025 Q1	$41.8M	Buy	545,884 +13,047	+2%	+$984K	1.01%	26
2024 Q4	$39.8M	Buy	532,837 +12,560	+2%	+$955K	0.93%	30
2024 Q3	$40.8M	Buy	520,277 +9,060	+2%	+$699K	0.95%	27
2024 Q2	$38.3M	Buy	511,217 +6,529	+1%	+$485K	0.95%	28
2024 Q1	$38.1M	Buy	504,688 +11,923	+2%	+$899K	0.95%	27
2023 Q4	$37.6M	Buy	492,765 +1,438	+0.3%	+$105K	1.03%	28
2023 Q3	$35.5M	Buy	491,327 +3,515	+0.7%	+$260K	1.21%	21
2023 Q2	$36.7M	Buy	487,812 +6,720	+1%	+$512K	1.21%	20
2023 Q1	$36.9M	Buy	481,092 +23,788	+5%	+$1.8M	1.36%	17
2022 Q4	$34M	Buy	+457,304	New	+$33.9M	1.36%	18