Northwest Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $523K | Sell |
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|
2025
Q2 | $576K | Buy |
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|
2025
Q1 | $534K | Sell |
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|
2024
Q4 | $560K | Sell |
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|
2024
Q3 | $862K | Sell |
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|
2024
Q2 | $943K | Sell |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.36M | Sell |
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|
2022
Q4 | $1.35M | Buy |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $202K | Buy |
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|
2021
Q3 | $203K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $276K | Buy |
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|
2020
Q3 | $260K | Buy |
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|
2020
Q2 | $211K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $43K | Hold |
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|
2018
Q4 | $43K | Sell |
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|
2018
Q3 | $42K | Sell |
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|
2018
Q2 | $58K | Sell |
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|
2018
Q1 | $68K | Buy |
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