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Harbor Investment Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Harbor Investment Advisory’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 		$115K Hold
1,211
– – 0.01% 522
2026
Q1 		$116K Sell
1,211
-5,293
-81% -$509K 0.01% 485
2025
Q4 		$625K Hold
6,504
– – 0.05% 254
2025
Q3 		$627K Hold
6,504
– – 0.05% 242
2025
Q2 		$623K Hold
6,504
– – 0.06% 236
2025
Q1 		$620K Buy
6,504
+5,293
+437% +$495K 0.06% 227
2024
Q4 		$112K Sell
1,211
-1,742
-59% -$165K 0.01% 435
2024
Q3 		$290K Hold
2,953
– – 0.03% 295
2024
Q2 		$277K Hold
2,953
– – 0.03% 293
2024
Q1 		$280K Buy
2,953
+1,211
+70% +$115K 0.03% 291
2023
Q4 		$168K Buy
1,742
+1,106
+174% +$102K 0.02% 351
2023
Q3 		$58.3K Buy
+636
New +$60K 0.01% 517
2022
Q3 		– Sell
-115
Closed -$12K – 1355
2022
Q2 		$12K Hold
115
– – ﹤0.01% 999
2022
Q1 		$12K Hold
115
– – ﹤0.01% 1030
2021
Q4 		$13K Sell
115
-4
-3% -$460 ﹤0.01% 1013
2021
Q3 		$14K Hold
119
– – ﹤0.01% 1001
2021
Q2 		$14K Buy
119
+29
+32% +$3.32K ﹤0.01% 958
2021
Q1 		$10K Sell
90
-1,443
-94% -$168K ﹤0.01% 982
2020
Q4 		$184K Sell
1,533
-269
-15% -$32.4K 0.03% 328
2020
Q3 		$220K Buy
1,802
+1,443
+402% +$176K 0.04% 263
2020
Q2 		$44K Buy
359
+90
+33% +$10.9K 0.01% 467
2020
Q1 		$33K Hold
269
– – 0.01% 474
2019
Q4 		$30K Buy
+269
New +$30K 0.01% 486

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Harbor Investment Advisory's IEF Position: Q2 2026 in Review

Harbor Investment Advisory held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 1,211 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #522.

Harbor Investment Advisory first reported a position in IEF in Q4 2019 and has held it in 23 quarters since. The position peaked at $627K in Q3 2025. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Harbor Investment Advisory held 1,211 shares of iShares 7-10 Year Treasury Bond ETF worth $115K as of Q2 2026.
  • Harbor Investment Advisory left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #522 holding.
  • Harbor Investment Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Harbor Investment Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $627K in Q3 2025.
  • 755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.