NWM
Northwest Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
2,270
-60
| -3% | -$5.75K | 0.04% | 188 |
|
|
2025
Q1 | $222K | Sell |
2,330
-2
| -0.1% | -$191 | 0.04% | 166 |
|
|
2024
Q4 | $216K | Sell |
2,332
-1,110
| -32% | -$103K | 0.05% | 154 |
|
|
2024
Q3 | $338K | Sell |
3,442
-30
| -0.9% | -$2.94K | 0.08% | 113 |
|
|
2024
Q2 | $325K | Sell |
3,472
-385
| -10% | -$36.1K | 0.08% | 116 |
|
|
2024
Q1 | $365K | Sell |
3,857
-570
| -13% | -$54K | 0.1% | 113 |
|
|
2023
Q4 | $427K | Sell |
4,427
-421
| -9% | -$40.6K | 0.13% | 100 |
|
|
2023
Q3 | $444K | Sell |
4,848
-54
| -1% | -$4.95K | 0.16% | 91 |
|
|
2023
Q2 | $474K | Sell |
4,902
-276
| -5% | -$26.7K | 0.17% | 92 |
|
|
2023
Q1 | $513K | Sell |
5,178
-140
| -3% | -$13.9K | 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% | -$1.15K | 0.28% | 80 |
|
|
2022
Q2 | $681K | Sell |
6,653
-1,448
| -18% | -$148K | 0.3% | 78 |
|
|
2022
Q1 | $871K | Buy |
8,101
+2,360
| +41% | +$254K | 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% | +$193K | 0.26% | 76 |
|
|
2021
Q2 | $323K | Buy |
2,794
+988
| +55% | +$114K | 0.17% | 95 |
|
|
2021
Q1 | $204K | Buy |
+1,806
| New | +$204K | 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 | +$6K | ﹤0.01% | 401 |
|