NWAM LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $332K | Buy |
3,476
+1
| +0% | +$96 | 0.02% | 484 |
|
|
2025
Q4 | $334K | Sell |
3,475
-46
| -1% | -$4.45K | 0.02% | 479 |
|
|
2025
Q3 | $343K | Sell |
3,521
-719
| -17% | -$68.7K | 0.02% | 486 |
|
|
2025
Q2 | $403K | Buy |
+4,240
| New | +$401K | 0.02% | 442 |
|
|
2025
Q1 | – | Sell |
-5,755
| Closed | -$532K | – | 549 |
|
|
2024
Q4 | $532K | Sell |
5,755
-1,080
| -16% | -$102K | 0.03% | 364 |
|
|
2024
Q3 | $671K | Buy |
+6,835
| New | +$661K | 0.04% | 330 |
|
|
2024
Q2 | – | Sell |
-6,750
| Closed | -$628K | – | 321 |
|
|
2024
Q1 | $628K | Sell |
6,750
-8,918
| -57% | -$845K | 0.05% | 291 |
|
|
2023
Q4 | $1.51M | Buy |
15,668
+801
| +5% | +$74.1K | 0.12% | 166 |
|
|
2023
Q3 | $1.36M | Sell |
14,867
-6,646
| -31% | -$627K | 0.14% | 150 |
|
|
2023
Q2 | $2.08M | Buy |
21,513
+7,292
| +51% | +$717K | 0.17% | 126 |
|
|
2023
Q1 | $1.41M | Sell |
14,221
-390
| -3% | -$38.1K | 0.14% | 149 |
|
|
2022
Q4 | $1.4M | Sell |
14,611
-2,587
| -15% | -$248K | 0.12% | 172 |
|
|
2022
Q3 | $1.65M | Buy |
17,198
+2,659
| +18% | +$270K | 0.16% | 136 |
|
|
2022
Q2 | $1.51M | Sell |
14,539
-240
| -2% | -$24.6K | 0.14% | 150 |
|
|
2022
Q1 | $1.59M | Sell |
14,779
-5,702
| -28% | -$633K | 0.12% | 169 |
|
|
2021
Q4 | $2.35M | Sell |
20,481
-3,768
| -16% | -$433K | 0.19% | 124 |
|
|
2021
Q3 | $2.79M | Buy |
24,249
+3,325
| +16% | +$389K | 0.25% | 94 |
|
|
2021
Q2 | $2.42M | Sell |
20,924
-1,332
| -6% | -$152K | 0.22% | 105 |
|
|
2021
Q1 | $2.51M | Buy |
22,256
+6,998
| +46% | +$815K | 0.25% | 99 |
|
|
2020
Q4 | $1.83M | Buy |
+15,258
| New | +$1.84M | 0.21% | 116 |
|
|
2020
Q3 | – | Sell |
-11,414
| Closed | -$1.39M | – | 312 |
|
|
2020
Q2 | $1.39M | Buy |
11,414
+4,346
| +61% | +$528K | 0.19% | 118 |
|
|
2020
Q1 | $859 | Sell |
7,068
-1,078
| -13% | -$124K | 0.02% | 161 |
|
|
2019
Q4 | $898K | Buy |
8,146
+985
| +14% | +$110K | 0.16% | 141 |
|
|
2019
Q3 | $805K | Sell |
7,161
-388
| -5% | -$43.3K | 0.15% | 149 |
|
|
2019
Q2 | $831K | Buy |
7,549
+318
| +4% | +$34.1K | 0.17% | 128 |
|
|
2019
Q1 | $771K | Sell |
7,231
-1,233
| -15% | -$129K | 0.17% | 136 |
|
|
2018
Q4 | $882K | Sell |
8,464
-1,092
| -11% | -$111K | 0.23% | 105 |
|
|
2018
Q3 | $967K | Buy |
9,556
+390
| +4% | +$39.8K | 0.22% | 99 |
|
|
2018
Q2 | $940K | Buy |
9,166
+183
| +2% | +$18.6K | 0.22% | 101 |
|
|
2018
Q1 | $927K | Buy |
+8,983
| New | +$925K | 0.23% | 101 |
|
Other funds holding IEF
BTI
NWAM LLC's IEF Position: Q1 2026 in Review
NWAM LLC increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.03% in Q1 2026, buying an estimated $96 and bringing the position to 3,476 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #484.
NWAM LLC first reported a position in IEF in Q1 2018 and has held it in 30 quarters since. The position peaked at $2.79M in Q3 2021. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.
- NWAM LLC held 3,476 shares of iShares 7-10 Year Treasury Bond ETF worth $332K as of Q1 2026.
- NWAM LLC bought 1 iShares 7-10 Year Treasury Bond ETF share in Q1 2026, an estimated $96.
- iShares 7-10 Year Treasury Bond ETF made up 0.02% of NWAM LLC's portfolio in Q1 2026, its #484 holding.
- NWAM LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2018 and has held it in 30 quarters since.
- NWAM LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $2.79M in Q3 2021.
- 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.
Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.