Badgley Phelps Wealth Managers’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
4,829
+200
| +4% | +$23.8K | 0.01% | 206 |
|
|
2025
Q1 | $547K | Hold |
4,629
| – | – | 0.01% | 208 |
|
|
2024
Q4 | $535K | Buy |
+4,629
| New | +$535K | 0.01% | 205 |
|
|
2023
Q1 | – | Sell |
-4,920
| Closed | -$565K | – | 213 |
|
|
2022
Q4 | $565K | Sell |
4,920
-405,576
| -99% | -$46.6M | 0.02% | 146 |
|
|
2022
Q3 | $46.9M | Buy |
410,496
+14,188
| +4% | +$1.62M | 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% | +$3.34M | 1.69% | 12 |
|
|
2021
Q4 | $47.6M | Buy |
370,166
+72,337
| +24% | +$9.31M | 1.55% | 13 |
|
|
2021
Q3 | $38.8M | Buy |
+297,829
| New | +$38.8M | 1.41% | 15 |
|