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New Harbor Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

New Harbor Financial Group’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 		$34.6M Buy
294,999
+22,699
+8% +$2.67M 5.47% 8
2026
Q1 		$32.3M Buy
272,300
+19,655
+8% +$2.34M 5.69% 7
2025
Q4 		$30.2M Buy
252,645
+24,357
+11% +$2.91M 5.52% 4
2025
Q3 		$27.3M Buy
228,288
+16,319
+8% +$1.94M 5.53% 11
2025
Q2 		$25.2M Buy
211,969
+1,313
+0.6% +$155K 5.79% 10
2025
Q1 		$24.9M Buy
+210,656
New +$24.5M 6.62% 5
2016
Q3 		$10.9M Sell
86,445
-1,495
-2% -$189K 11.96% 4
2016
Q2 		$11.2M Sell
87,940
-1,425
-2% -$179K 12.89% 3
2016
Q1 		$11.3M Sell
89,365
-4,450
-5% -$556K 14.91% 3
2015
Q4 		$11.5M Sell
93,815
-4,633
-5% -$572K 17.02% 2
2015
Q3 		$12.3M Buy
98,448
+24,095
+32% +$2.98M 15.92% 2
2015
Q2 		$9.14M Sell
74,353
-2,536
-3% -$313K 9.62% 5
2015
Q1 		$9.55M Sell
76,889
-339
-0.4% -$41.9K 9.56% 4
2014
Q4 		$9.45M Buy
77,228
+399
+0.5% +$48.9K 11.96% 2
2014
Q3 		$9.32M Buy
76,829
+943
+1% +$115K 12.22% 2
2014
Q2 		$9.24M Sell
75,886
-86,871
-53% -$10.5M 9.89% 2
2014
Q1 		$19.6M Sell
162,757
-7,070
-4% -$856K 17.51% 1
2013
Q4 		$20.4M Sell
169,827
-9,453
-5% -$1.15M 25.99% 1
2013
Q3 		$21.8M Buy
+179,280
New +$21.6M 25.8% 1

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

New Harbor Financial Group's IEI Position: Q2 2026 in Review

New Harbor Financial Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 8.3% in Q2 2026, buying an estimated $2.67M and bringing the position to 294,999 shares worth $34.6M. The position accounts for 5.47% of the portfolio, ranked #8.

New Harbor Financial Group first reported a position in IEI in Q3 2013 and has held it in 19 quarters since. 246 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • New Harbor Financial Group held 294,999 shares of iShares 3-7 Year Treasury Bond ETF worth $34.6M as of Q2 2026.
  • New Harbor Financial Group bought 22,699 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.67M.
  • iShares 3-7 Year Treasury Bond ETF made up 5.47% of New Harbor Financial Group's portfolio in Q2 2026, its #8 holding.
  • New Harbor Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2013 and has held it in 19 quarters since.
  • 246 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on New Harbor Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.