Flagship Harbor Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Flagship Harbor Advisors’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 Q1	–	Sell	-602	Closed	-$57.9K	–	1414
2025 Q4	$57.9K	Buy	+602	New	+$58.3K	﹤0.01%	1027
2023 Q4	–	Sell	-42,257	Closed	-$3.87M	–	648
2023 Q3	$3.87M	Buy	42,257 +2,308	+6%	+$218K	0.32%	72
2023 Q2	$3.86M	Buy	39,949 +21,301	+114%	+$2.09M	0.32%	68
2023 Q1	$1.85M	Buy	+18,648	New	+$1.82M	0.17%	137
2020 Q4	–	Sell	-757	Closed	-$92K	–	1073
2020 Q3	$92K	Sell	757 -1,805	-70%	-$220K	0.01%	677
2020 Q2	$312K	Buy	2,562 +1,476	+136%	+$179K	0.05%	346
2020 Q1	$132K	Buy	1,086 +790	+267%	+$90.9K	0.03%	477
2019 Q4	$33K	Buy	296 +2	+0.7%	+$223	0.01%	942
2019 Q3	$33K	Buy	294 +2	+0.7%	+$223	0.01%	909
2019 Q2	$32K	Sell	292 -81	-22%	-$8.68K	0.01%	902
2019 Q1	$39K	Sell	373 -394	-51%	-$41.2K	0.01%	829
2018 Q4	$79K	Sell	767 -113	-13%	-$11.4K	0.02%	583
2018 Q3	$89K	Sell	880 -2,652	-75%	-$271K	0.02%	626
2018 Q2	$362K	Buy	+3,532	New	+$360K	0.07%	262

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Flagship Harbor Advisors's IEF Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 602 shares — an estimated $57.9K sold.

Flagship Harbor Advisors first reported a position in IEF in Q2 2018 and held it in 14 quarters. The position peaked at $3.87M in Q3 2023. 1,117 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Flagship Harbor Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 602 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $57.9K.
Flagship Harbor Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2018 and held it in 14 quarters.
Flagship Harbor Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $3.87M in Q3 2023.
1,117 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.