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

Badgley Phelps Wealth Managers’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,829
Closed -$577K – 332
2025
Q3 		$577K Hold
4,829
– – 0.01% 216
2025
Q2 		$575K Buy
4,829
+200
+4% +$23.6K 0.01% 206
2025
Q1 		$547K Hold
4,629
– – 0.01% 208
2024
Q4 		$535K Buy
+4,629
New +$540K 0.01% 205
2023
Q1 		– Sell
-4,920
Closed -$565K – 213
2022
Q4 		$565K Sell
4,920
-405,576
-99% -$46.5M 0.02% 146
2022
Q3 		$46.9M Buy
410,496
+14,188
+4% +$1.68M 2.01% 10
2022
Q2 		$47.3M Sell
396,308
-1,225
-0.3% -$146K 1.94% 11
2022
Q1 		$48.5M Buy
397,533
+27,367
+7% +$3.43M 1.69% 12
2021
Q4 		$47.6M Buy
370,166
+72,337
+24% +$9.34M 1.55% 13
2021
Q3 		$38.8M Buy
+297,829
New +$39.1M 1.41% 15

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Badgley Phelps Wealth Managers's IEI Position: Q4 2025 in Review

Badgley Phelps Wealth Managers sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, closing a stake of 4,829 shares — an estimated $577K sold.

Badgley Phelps Wealth Managers first reported a position in IEI in Q3 2021 and held it in 10 quarters. The position peaked at $48.5M in Q1 2022. 848 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

  • Badgley Phelps Wealth Managers reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 4,829 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $577K.
  • Badgley Phelps Wealth Managers first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and held it in 10 quarters.
  • Badgley Phelps Wealth Managers's iShares 3-7 Year Treasury Bond ETF position peaked at $48.5M in Q1 2022.
  • 848 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on Badgley Phelps Wealth Managers's 13F filing for Q4 2025, filed 28 Jan 2026.