Badgley Phelps Wealth Managers’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$575K Buy
2025
Q1
$547K Hold
2024
Q4
$535K Buy
2023
Q1
Sell
2022
Q4
$565K Sell
2022
Q3
$46.9M Buy
2022
Q2
$47.3M Sell
2022
Q1
$48.5M Buy
2021
Q4
$47.6M Buy
2021
Q3
$38.8M Buy