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Northwest Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Northwest Capital Management’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$192 Sell
2
-461
-100% -$44.6K ﹤0.01% 91
2025
Q3 		$44.7K Sell
463
-452
-49% -$43.2K 0.05% 123
2025
Q2 		$87.6K Sell
915
-278
-23% -$26.3K 0.05% 141
2025
Q1 		$114K Hold
1,193
– – 0.05% 143
2024
Q4 		$110K Sell
1,193
-417
-26% -$39.4K 0.05% 143
2024
Q3 		$158K Sell
1,610
-34
-2% -$3.29K 0.06% 119
2024
Q2 		$154K Sell
1,644
-1,242
-43% -$115K 0.06% 121
2024
Q1 		$273K Buy
2,886
+16
+0.6% +$1.52K 0.09% 102
2023
Q4 		$277K Sell
2,870
-540
-16% -$49.9K 0.09% 92
2023
Q3 		$312K Buy
3,410
+3,201
+1,532% +$302K 0.12% 82
2023
Q2 		$20.2K Buy
+209
New +$20.5K 0.01% 296

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Northwest Capital Management's IEF Position: Q4 2025 in Review

Northwest Capital Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 100% in Q4 2025, selling an estimated $44.6K and leaving 2 shares worth $192. The position accounts for ﹤0.01% of the portfolio, ranked #91.

Northwest Capital Management first reported a position in IEF in Q2 2023 and has held it in 11 quarters since. The position peaked at $312K in Q3 2023. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • Northwest Capital Management held 2 shares of iShares 7-10 Year Treasury Bond ETF worth $192 as of Q4 2025.
  • Northwest Capital Management sold 461 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $44.6K.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Northwest Capital Management's portfolio in Q4 2025, its #91 holding.
  • Northwest Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 11 quarters since.
  • Northwest Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $312K in Q3 2023.
  • 1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.