Hara Capital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Hara Capital’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	$10.2K	Hold	86	–	–	0.01%	262
2025 Q4	$10.3K	Sell	86 -70	-45%	-$8.38K	0.01%	245
2025 Q3	$18.6K	Hold	156	–	–	0.01%	220
2025 Q2	$18.6K	Hold	156	–	–	0.01%	248
2025 Q1	$18.4K	Sell	156 -4,456	-97%	-$519K	0.01%	225
2024 Q4	$533K	Buy	4,612 +4,456	+2,856%	+$520K	0.17%	110
2024 Q3	$18.7K	Sell	156 -8,510	-98%	-$1.01M	0.01%	224
2024 Q2	$1M	Hold	8,666	–	–	0.64%	34
2024 Q1	$1M	Buy	+8,666	New	+$1.01M	0.6%	38

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hara Capital's IEI Position: Q1 2026 in Review

Hara Capital held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 86 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #262.

Hara Capital first reported a position in IEI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1M in Q1 2024. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Hara Capital held 86 shares of iShares 3-7 Year Treasury Bond ETF worth $10.2K as of Q1 2026.
Hara Capital left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Hara Capital's portfolio in Q1 2026, its #262 holding.
Hara Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Hara Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $1M in Q1 2024.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Hara Capital's 13F filing for Q1 2026, filed 14 May 2026.