Badgley Phelps Wealth Managers’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Buy
2,676
+281
+12% +$26.9K 0.01% 272
2025
Q1
$228K Buy
+2,395
New +$228K 0.01% 281
2022
Q4
Sell
-110,184
Closed -$10.6M 217
2022
Q3
$10.6M Buy
+110,184
New +$10.6M 0.45% 74