Harbour Investments’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Harbour Investments’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	$1.32M	Sell	13,963 -2,012	-13%	-$190K	0.02%	715
2026 Q1	$1.52M	Buy	15,975 +5,166	+48%	+$497K	0.02%	599
2025 Q4	$1.04M	Sell	10,809 -169	-2%	-$16.4K	0.02%	595
2025 Q3	$1.06M	Buy	10,978 +7,856	+252%	+$751K	0.02%	546
2025 Q2	$299K	Buy	3,122 +232	+8%	+$21.9K	0.01%	1002
2025 Q1	$276K	Sell	2,890 -1,675	-37%	-$157K	0.01%	966
2024 Q4	$422K	Buy	4,565 +500	+12%	+$47.2K	0.01%	753
2024 Q3	$399K	Buy	4,065 +335	+9%	+$32.4K	0.01%	745
2024 Q2	$349K	Buy	3,730 +99	+3%	+$9.2K	0.01%	745
2024 Q1	$344K	Sell	3,631 -442	-11%	-$41.9K	0.01%	727
2023 Q4	$393K	Sell	4,073 -382	-9%	-$35.3K	0.02%	618
2023 Q3	$408K	Sell	4,455 -159	-3%	-$15K	0.02%	548
2023 Q2	$446K	Sell	4,614 -11,777	-72%	-$1.16M	0.02%	531
2023 Q1	$1.62M	Buy	16,391 +12,663	+340%	+$1.24M	0.09%	216
2022 Q4	$357K	Sell	3,728 -147	-4%	-$14.1K	0.02%	551
2022 Q3	$396K	Hold	3,875	–	–	0.03%	475
2022 Q2	$396K	Buy	+3,875	New	+$398K	0.03%	475
2021 Q4	$465K	Sell	4,039 -4,530	-53%	-$521K	0.03%	445
2021 Q3	$987K	Buy	8,569 +24	+0.3%	+$2.81K	0.03%	449
2021 Q2	$987K	Sell	8,545 -602	-7%	-$68.9K	0.03%	461
2021 Q1	$1.03M	Buy	+9,147	New	+$1.07M	0.04%	405

Other funds holding IEF

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Harbour Investments's IEF Position: Q2 2026 in Review

Harbour Investments reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 13% in Q2 2026, selling an estimated $190K and leaving 13,963 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #715.

Harbour Investments first reported a position in IEF in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.62M in Q1 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Harbour Investments held 13,963 shares of iShares 7-10 Year Treasury Bond ETF worth $1.32M as of Q2 2026.
Harbour Investments sold 2,012 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $190K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #715 holding.
Harbour Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $1.62M in Q1 2023.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.