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Northwest Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Northwest Capital Management’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
Q3 		– Sell
-164
Closed -$19.5K – 294
2025
Q2 		$19.5K Sell
164
-237
-59% -$28K 0.01% 225
2025
Q1 		$47.4K Hold
401
– – 0.02% 193
2024
Q4 		$46.3K Sell
401
-143
-26% -$16.7K 0.02% 194
2024
Q3 		$65.1K Sell
544
-24
-4% -$2.84K 0.02% 181
2024
Q2 		$65.6K Sell
568
-86
-13% -$9.86K 0.02% 177
2024
Q1 		$75.7K Buy
654
+11
+2% +$1.28K 0.02% 193
2023
Q4 		$75.3K Hold
643
– – 0.03% 190
2023
Q3 		$72.8K Buy
643
+490
+320% +$56K 0.03% 179
2023
Q2 		$17.6K Buy
+153
New +$17.9K 0.01% 308

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwest Capital Management's IEI Position: Q3 2025 in Review

Northwest Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 164 shares — an estimated $19.5K sold.

Northwest Capital Management first reported a position in IEI in Q2 2023 and held it in 9 quarters. The position peaked at $75.7K in Q1 2024. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

  • Northwest Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Northwest Capital Management sold 164 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $19.5K.
  • Northwest Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and held it in 9 quarters.
  • Northwest Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $75.7K in Q1 2024.
  • 778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.