Northwest Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.6K | Sell |
915
-278
| -23% | -$26.6K | 0.05% | 141 |
|
|
2025
Q1 | $114K | Hold |
1,193
| – | – | 0.05% | 143 |
|
|
2024
Q4 | $110K | Sell |
1,193
-417
| -26% | -$38.6K | 0.05% | 143 |
|
|
2024
Q3 | $158K | Sell |
1,610
-34
| -2% | -$3.34K | 0.06% | 119 |
|
|
2024
Q2 | $154K | Sell |
1,644
-1,242
| -43% | -$116K | 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% | -$52.1K | 0.09% | 92 |
|
|
2023
Q3 | $312K | Buy |
3,410
+3,201
| +1,532% | +$293K | 0.12% | 82 |
|
|
2023
Q2 | $20.2K | Buy |
+209
| New | +$20.2K | 0.01% | 296 |
|