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Harbour Investments’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Harbour Investments’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
Q2 		$3.29M Buy
28,041
+1,118
+4% +$132K 0.04% 379
2026
Q1 		$3.19M Buy
26,923
+2,315
+9% +$276K 0.05% 350
2025
Q4 		$2.94M Buy
24,608
+20,809
+548% +$2.49M 0.06% 304
2025
Q3 		$454K Sell
3,799
-46,209
-92% -$5.5M 0.01% 864
2025
Q2 		$5.96M Sell
50,008
-2,337
-4% -$276K 0.15% 121
2025
Q1 		$6.18M Sell
52,345
-1,915
-4% -$223K 0.18% 111
2024
Q4 		$6.27M Buy
54,260
+1,523
+3% +$178K 0.18% 102
2024
Q3 		$6.31M Sell
52,737
-33,737
-39% -$3.99M 0.19% 97
2024
Q2 		$9.99M Sell
86,474
-2,644
-3% -$303K 0.34% 51
2024
Q1 		$10.3M Buy
89,118
+87,510
+5,442% +$10.2M 0.37% 46
2023
Q4 		$188K Buy
1,608
+582
+57% +$66.4K 0.01% 878
2023
Q3 		$116K Sell
1,026
-110
-10% -$12.6K 0.01% 990
2023
Q2 		$131K Sell
1,136
-1,027
-47% -$120K 0.01% 947
2023
Q1 		$254K Buy
2,163
+814
+60% +$94.6K 0.01% 683
2022
Q4 		$155K Sell
1,349
-1,540
-53% -$177K 0.01% 831
2022
Q3 		$345K Hold
2,889
– – 0.02% 512
2022
Q2 		$345K Buy
+2,889
New +$345K 0.02% 512
2021
Q4 		$181K Sell
1,410
-790
-36% -$102K 0.01% 756
2021
Q3 		$286K Buy
2,200
+795
+57% +$104K 0.01% 856
2021
Q2 		$183K Sell
1,405
-581
-29% -$75.8K 0.01% 1088
2021
Q1 		$258K Buy
+1,986
New +$261K 0.01% 867

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harbour Investments's IEI Position: Q2 2026 in Review

Harbour Investments increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.2% in Q2 2026, buying an estimated $132K and bringing the position to 28,041 shares worth $3.29M. The position accounts for 0.04% of the portfolio, ranked #379.

Harbour Investments first reported a position in IEI in Q1 2021 and has held it in 21 quarters since. The position peaked at $10.3M in Q1 2024. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Harbour Investments held 28,041 shares of iShares 3-7 Year Treasury Bond ETF worth $3.29M as of Q2 2026.
  • Harbour Investments bought 1,118 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $132K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.04% of Harbour Investments's portfolio in Q2 2026, its #379 holding.
  • Harbour Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares 3-7 Year Treasury Bond ETF position peaked at $10.3M in Q1 2024.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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