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Flagship Harbor Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Flagship Harbor Advisors’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
Q1 		– Sell
-1,278
Closed -$153K – 1415
2025
Q4 		$153K Buy
+1,278
New +$153K 0.01% 751
2023
Q2 		– Sell
-3,138
Closed -$369K – 635
2023
Q1 		$369K Buy
3,138
+159
+5% +$18.5K 0.03% 422
2022
Q4 		$342K Buy
2,979
+442
+17% +$50.7K 0.04% 425
2022
Q3 		$290K Sell
2,537
-1,193
-32% -$141K 0.03% 452
2022
Q2 		$445K Buy
+3,730
New +$446K 0.05% 344
2020
Q4 		– Sell
-258
Closed -$34K – 1075
2020
Q3 		$34K Sell
258
-869
-77% -$116K ﹤0.01% 968
2020
Q2 		$150K Buy
1,127
+870
+339% +$116K 0.02% 526
2020
Q1 		$34K Buy
257
+50
+24% +$6.44K 0.01% 866
2019
Q4 		$26K Buy
207
+1
+0.5% +$126 ﹤0.01% 1030
2019
Q3 		$26K Buy
206
+18
+10% +$2.27K 0.01% 996
2019
Q2 		$23K Buy
188
+1
+0.5% +$124 ﹤0.01% 1020
2019
Q1 		$23K Hold
187
– – ﹤0.01% 1016
2018
Q4 		$22K Buy
187
+1
+0.5% +$119 0.01% 974
2018
Q3 		$22K Sell
186
-2
-1% -$239 ﹤0.01% 1082
2018
Q2 		$22K Buy
+188
New +$22.5K ﹤0.01% 1063

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Flagship Harbor Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 1,278 shares — an estimated $153K sold.

Flagship Harbor Advisors first reported a position in IEI in Q2 2018 and held it in 15 quarters. The position peaked at $445K in Q2 2022. 836 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 1,278 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $153K.
  • Flagship Harbor Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2018 and held it in 15 quarters.
  • Flagship Harbor Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $445K in Q2 2022.
  • 836 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

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