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

Bar Harbor 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 		$371K Sell
3,163
-81
-2% -$9.54K 0.02% 204
2026
Q1 		$385K Buy
3,244
+243
+8% +$29K 0.02% 202
2025
Q4 		$358K Buy
3,001
+1,178
+65% +$141K 0.02% 210
2025
Q3 		$218K Buy
1,823
+40
+2% +$4.76K 0.01% 241
2025
Q2 		$212K Buy
+1,783
New +$210K 0.01% 241
2024
Q2 		– Sell
-1,863
Closed -$216K – 261
2024
Q1 		$216K Buy
+1,863
New +$216K 0.01% 242
2022
Q4 		– Sell
-5,173
Closed -$591K – 254
2022
Q3 		$591K Sell
5,173
-56
-1% -$6.63K 0.05% 171
2022
Q2 		$624K Buy
+5,229
New +$625K 0.05% 173
2022
Q1 		– Sell
-1,568
Closed -$202K – 245
2021
Q4 		$202K Sell
1,568
-172
-10% -$22.2K 0.02% 238
2021
Q3 		$226K Sell
1,740
-62
-3% -$8.13K 0.02% 223
2021
Q2 		$235K Sell
1,802
-442
-20% -$57.7K 0.02% 227
2021
Q1 		$292K Sell
2,244
-195
-8% -$25.7K 0.03% 204
2020
Q4 		$324K Buy
2,439
+18
+0.7% +$2.39K 0.03% 193
2020
Q3 		$323K Buy
2,421
+62
+3% +$8.29K 0.04% 183
2020
Q2 		$315K Buy
2,359
+104
+5% +$13.9K 0.04% 185
2020
Q1 		$300K Sell
2,255
-678
-23% -$87.4K 0.04% 190
2019
Q4 		$369K Buy
2,933
+134
+5% +$16.9K 0.04% 222
2019
Q3 		$355K Buy
2,799
+86
+3% +$10.9K 0.04% 242
2019
Q2 		$341K Buy
2,713
+655
+32% +$81K 0.04% 236
2019
Q1 		$254K Buy
2,058
+172
+9% +$20.9K 0.03% 256
2018
Q4 		$229K Buy
+1,886
New +$225K 0.03% 260

Other funds holding IEI

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
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Bar Harbor Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.5% in Q2 2026, selling an estimated $9.54K and leaving 3,163 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #204.

Bar Harbor Wealth Management first reported a position in IEI in Q4 2018 and has held it in 21 quarters since. The position peaked at $624K in Q2 2022. 148 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Bar Harbor Wealth Management held 3,163 shares of iShares 3-7 Year Treasury Bond ETF worth $371K as of Q2 2026.
  • Bar Harbor Wealth Management sold 81 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.54K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #204 holding.
  • Bar Harbor Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and has held it in 21 quarters since.
  • Bar Harbor Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $624K in Q2 2022.
  • 148 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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