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Beacon Capital Management LLC (Tennessee)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025
Q3 		– Sell
-559
Closed -$53.5K – 537
2025
Q2 		$53.5K Buy
559
+5
+0.9% +$473 0.01% 325
2025
Q1 		$52.8K Buy
554
+351
+173% +$32.8K 0.01% 304
2024
Q4 		$18.8K Sell
203
-349
-63% -$33K ﹤0.01% 482
2024
Q3 		$54.1K Buy
552
+26
+5% +$2.51K 0.01% 310
2024
Q2 		$49.3K Sell
526
-250
-32% -$23.2K 0.01% 289
2024
Q1 		$73.5K Buy
776
+490
+171% +$46.4K 0.02% 218
2023
Q4 		$26.2K Sell
286
-179
-38% -$16.6K 0.01% 337
2023
Q3 		$44.9K Hold
465
– – 0.01% 261
2023
Q2 		$44.9K Sell
465
-21
-4% -$2.06K 0.01% 261
2023
Q1 		$48.1K Sell
486
-78
-14% -$7.63K 0.01% 226
2022
Q4 		$54K Sell
564
-413
-42% -$39.7K 0.02% 208
2022
Q3 		$99K Sell
977
-123
-11% -$12.5K 0.03% 138
2022
Q2 		$118K Hold
1,100
– – 0.03% 138
2022
Q1 		$118K Buy
+1,100
New +$122K 0.03% 138

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s IEF Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 559 shares — an estimated $53.5K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IEF in Q1 2022 and held it in 14 quarters. The position peaked at $118K in Q2 2022. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 559 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $53.5K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s iShares 7-10 Year Treasury Bond ETF position peaked at $118K in Q2 2022.
  • 1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.