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
Q3 | $577K | Hold |
|
|||||
|
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 |
|