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

Bar Harbor 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
2026 Q2	–	Sell	-2,357	Closed	-$225K	–	276
2026 Q1	$225K	Buy	+2,357	New	+$227K	0.01%	244
2023 Q4	–	Sell	-2,229	Closed	-$204K	–	261
2023 Q3	$204K	Hold	2,229	–	–	0.02%	234
2023 Q2	$215K	Buy	+2,229	New	+$219K	0.02%	238
2023 Q1	–	Sell	-2,176	Closed	-$208K	–	255
2022 Q4	$208K	Sell	2,176 -2,000	-48%	-$192K	0.02%	237
2022 Q3	$401K	Sell	4,176 -127	-3%	-$12.9K	0.03%	195
2022 Q2	$440K	Buy	+4,303	New	+$442K	0.04%	197
2020 Q1	–	Sell	-2,202	Closed	-$243K	–	253
2019 Q4	$243K	Sell	2,202 -346	-14%	-$38.6K	0.03%	269
2019 Q3	$287K	Sell	2,548 -204	-7%	-$22.8K	0.03%	259
2019 Q2	$303K	Buy	2,752 +684	+33%	+$73.3K	0.04%	248
2019 Q1	$221K	Buy	+2,068	New	+$216K	0.03%	275
2017 Q3	–	Sell	-1,958	Closed	-$209K	–	308
2017 Q2	$209K	Buy	+1,958	New	+$209K	0.03%	295
2016 Q4	–	Sell	-1,810	Closed	-$203K	–	358
2016 Q3	$203K	Buy	+1,810	New	+$203K	0.02%	331

Other funds holding IEF

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CIM

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

RBCM

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Bar Harbor Wealth Management's IEF Position: Q2 2026 in Review

Bar Harbor Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 2,357 shares — an estimated $225K sold.

Bar Harbor Wealth Management first reported a position in IEF in Q3 2016 and held it in 12 quarters. The position peaked at $440K in Q2 2022. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Bar Harbor Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Bar Harbor Wealth Management sold 2,357 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $225K.
Bar Harbor Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2016 and held it in 12 quarters.
Bar Harbor Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $440K in Q2 2022.
202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.