Harbor Investment Advisory’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Harbor Investment Advisory’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
2025 Q1	–	Sell	-224	Closed	-$25.9K	–	1189
2024 Q4	$25.9K	Hold	224	–	–	﹤0.01%	718
2024 Q3	$26.8K	Hold	224	–	–	﹤0.01%	708
2024 Q2	$25.9K	Sell	224 -200	-47%	-$22.9K	﹤0.01%	702
2024 Q1	$49.1K	Hold	424	–	–	0.01%	588
2023 Q4	$49.7K	Buy	424 +189	+80%	+$21.6K	0.01%	569
2023 Q3	$26.6K	Hold	235	–	–	﹤0.01%	646
2023 Q2	$27.1K	Hold	235	–	–	﹤0.01%	848
2023 Q1	$27.6K	Hold	235	–	–	﹤0.01%	845
2022 Q4	$27K	Hold	235	–	–	﹤0.01%	839
2022 Q3	$27K	Sell	235 -33	-12%	-$3.91K	﹤0.01%	839
2022 Q2	$32K	Buy	268 +33	+14%	+$3.94K	0.01%	805
2022 Q1	$29K	Hold	235	–	–	﹤0.01%	870
2021 Q4	$30K	Hold	235	–	–	﹤0.01%	865
2021 Q3	$31K	Hold	235	–	–	﹤0.01%	862
2021 Q2	$31K	Hold	235	–	–	﹤0.01%	826
2021 Q1	$31K	Hold	235	–	–	﹤0.01%	789
2020 Q4	$31K	Buy	+235	New	+$31.2K	0.01%	742

Other funds holding IEI

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Harbor Investment Advisory's IEI Position: Q1 2025 in Review

Harbor Investment Advisory sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 224 shares — an estimated $25.9K sold.

Harbor Investment Advisory first reported a position in IEI in Q4 2020 and held it in 17 quarters. The position peaked at $49.7K in Q4 2023. 774 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

Harbor Investment Advisory reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Harbor Investment Advisory sold 224 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $25.9K.
Harbor Investment Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 17 quarters.
Harbor Investment Advisory's iShares 3-7 Year Treasury Bond ETF position peaked at $49.7K in Q4 2023.
774 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on Harbor Investment Advisory's 13F filing for Q1 2025, filed 9 Apr 2025.