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

Northwest Wealth 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
2026 Q2	$429K	Sell	3,652 -270	-7%	-$31.8K	0.06%	151
2026 Q1	$465K	Sell	3,922 -7	-0.2%	-$835	0.07%	131
2025 Q4	$469K	Sell	3,929 -449	-10%	-$53.7K	0.07%	126
2025 Q3	$523K	Sell	4,378 -458	-9%	-$54.5K	0.09%	107
2025 Q2	$576K	Buy	4,836 +315	+7%	+$37.2K	0.1%	99
2025 Q1	$534K	Sell	4,521 -325	-7%	-$37.8K	0.11%	93
2024 Q4	$560K	Sell	4,846 -2,361	-33%	-$276K	0.12%	90
2024 Q3	$862K	Sell	7,207 -959	-12%	-$113K	0.2%	76
2024 Q2	$943K	Sell	8,166 -1,373	-14%	-$157K	0.24%	72
2024 Q1	$1.1M	Sell	9,539 -199	-2%	-$23.1K	0.3%	65
2023 Q4	$1.14M	Sell	9,738 -1,144	-11%	-$131K	0.34%	62
2023 Q3	$1.23M	Sell	10,882 -903	-8%	-$103K	0.44%	54
2023 Q2	$1.36M	Buy	11,785 +267	+2%	+$31.3K	0.49%	52
2023 Q1	$1.36M	Sell	11,518 -218	-2%	-$25.3K	0.52%	52
2022 Q4	$1.35M	Buy	11,736 +82	+0.7%	+$9.4K	0.58%	45
2022 Q3	$1.33M	Buy	11,654 +247	+2%	+$29.2K	0.59%	49
2022 Q2	$1.36M	Buy	+11,407	New	+$1.36M	0.59%	49
2022 Q1	–	Sell	-1,572	Closed	-$202K	–	141
2021 Q4	$202K	Buy	1,572 +12	+0.8%	+$1.55K	0.09%	122
2021 Q3	$203K	Buy	+1,560	New	+$205K	0.1%	113
2021 Q2	–	Sell	-2,137	Closed	-$278K	–	130
2021 Q1	$278K	Buy	2,137 +65	+3%	+$8.55K	0.17%	96
2020 Q4	$276K	Buy	2,072 +123	+6%	+$16.4K	0.19%	93
2020 Q3	$260K	Buy	1,949 +373	+24%	+$49.8K	0.22%	86
2020 Q2	$211K	Buy	+1,576	New	+$210K	0.18%	93
2019 Q2	–	Sell	-351	Closed	-$43K	–	293
2019 Q1	$43K	Hold	351	–	–	0.03%	229
2018 Q4	$43K	Sell	351 -4	-1%	-$477	0.04%	213
2018 Q3	$42K	Sell	355 -125	-26%	-$14.9K	0.03%	224
2018 Q2	$58K	Sell	480 -85	-15%	-$10.2K	0.04%	203
2018 Q1	$68K	Buy	+565	New	+$68.1K	0.05%	190

Other funds holding IEI

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Northwest Wealth Management's IEI Position: Q2 2026 in Review

Northwest Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6.9% in Q2 2026, selling an estimated $31.8K and leaving 3,652 shares worth $429K. The position accounts for 0.06% of the portfolio, ranked #151.

Northwest Wealth Management first reported a position in IEI in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.36M in Q2 2022. 351 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Northwest Wealth Management held 3,652 shares of iShares 3-7 Year Treasury Bond ETF worth $429K as of Q2 2026.
Northwest Wealth Management sold 270 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $31.8K.
iShares 3-7 Year Treasury Bond ETF made up 0.06% of Northwest Wealth Management's portfolio in Q2 2026, its #151 holding.
Northwest Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2018 and has held it in 28 quarters since.
Northwest Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $1.36M in Q2 2022.
351 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.