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

Northwest Wealth 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 		– Sell
-2,220
Closed -$214K – 255
2025
Q3 		$214K Sell
2,220
-50
-2% -$4.78K 0.04% 204
2025
Q2 		$217K Sell
2,270
-60
-3% -$5.67K 0.04% 188
2025
Q1 		$222K Sell
2,330
-2
-0.1% -$187 0.04% 166
2024
Q4 		$216K Sell
2,332
-1,110
-32% -$105K 0.05% 154
2024
Q3 		$338K Sell
3,442
-30
-0.9% -$2.9K 0.08% 113
2024
Q2 		$325K Sell
3,472
-385
-10% -$35.8K 0.08% 116
2024
Q1 		$365K Sell
3,857
-570
-13% -$54K 0.1% 113
2023
Q4 		$427K Sell
4,427
-421
-9% -$38.9K 0.13% 100
2023
Q3 		$444K Sell
4,848
-54
-1% -$5.09K 0.16% 91
2023
Q2 		$474K Sell
4,902
-276
-5% -$27.1K 0.17% 92
2023
Q1 		$513K Sell
5,178
-140
-3% -$13.7K 0.2% 91
2022
Q4 		$509K Sell
5,318
-1,323
-20% -$127K 0.22% 87
2022
Q3 		$637K Sell
6,641
-12
-0.2% -$1.22K 0.28% 80
2022
Q2 		$681K Sell
6,653
-1,448
-18% -$149K 0.3% 78
2022
Q1 		$871K Buy
8,101
+2,360
+41% +$262K 0.43% 59
2021
Q4 		$660K Buy
5,741
+1,267
+28% +$146K 0.31% 70
2021
Q3 		$515K Buy
4,474
+1,680
+60% +$196K 0.26% 77
2021
Q2 		$323K Buy
2,794
+988
+55% +$113K 0.17% 95
2021
Q1 		$204K Buy
+1,806
New +$210K 0.13% 107
2019
Q2 		– Sell
-55
Closed -$6K – 292
2019
Q1 		$6K Hold
55
– – ﹤0.01% 390
2018
Q4 		$6K Hold
55
– – 0.01% 374
2018
Q3 		$6K Hold
55
– – ﹤0.01% 401
2018
Q2 		$6K Hold
55
– – ﹤0.01% 392
2018
Q1 		$6K Buy
+55
New +$5.66K ﹤0.01% 401

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Northwest Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 2,220 shares — an estimated $214K sold.

Northwest Wealth Management first reported a position in IEF in Q1 2018 and held it in 24 quarters. The position peaked at $871K in Q1 2022. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • Northwest Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Northwest Wealth Management sold 2,220 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $214K.
  • Northwest Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2018 and held it in 24 quarters.
  • Northwest Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $871K in Q1 2022.
  • 1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Northwest Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.