Northwest Capital Management’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 | $19.5K | Sell |
164
-237
| -59% | -$28.2K | 0.01% | 225 |
|
|
2025
Q1 | $47.4K | Hold |
401
| – | – | 0.02% | 193 |
|
|
2024
Q4 | $46.3K | Sell |
401
-143
| -26% | -$16.5K | 0.02% | 194 |
|
|
2024
Q3 | $65.1K | Sell |
544
-24
| -4% | -$2.87K | 0.02% | 181 |
|
|
2024
Q2 | $65.6K | Sell |
568
-86
| -13% | -$9.93K | 0.02% | 177 |
|
|
2024
Q1 | $75.7K | Buy |
654
+11
| +2% | +$1.27K | 0.02% | 193 |
|
|
2023
Q4 | $75.3K | Hold |
643
| – | – | 0.03% | 190 |
|
|
2023
Q3 | $72.8K | Buy |
643
+490
| +320% | +$55.4K | 0.03% | 179 |
|
|
2023
Q2 | $17.6K | Buy |
+153
| New | +$17.6K | 0.01% | 308 |
|