Beacon Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Beacon Financial Group’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	$528K	Buy	+5,587	New	+$529K	0.05%	236
2023 Q4	–	Sell	-13,187	Closed	-$1.31M	–	317
2023 Q3	$1.31M	Hold	13,187	–	–	0.19%	118
2023 Q2	$1.31M	Hold	13,187	–	–	0.18%	117
2023 Q1	$1.31M	Buy	+13,187	New	+$1.29M	0.18%	119
2021 Q4	–	Sell	-25,495	Closed	-$2.79M	–	229
2021 Q3	$2.79M	Buy	25,495 +3,206	+14%	+$375K	0.37%	75
2021 Q2	$2.44M	Buy	22,289 +3,030	+16%	+$347K	0.35%	82
2021 Q1	$2.14M	Hold	19,259	–	–	0.33%	82
2020 Q4	$2.14M	Buy	19,259 +3,711	+24%	+$446K	0.33%	83
2020 Q3	$1.68M	Buy	15,548 +8,042	+107%	+$981K	0.3%	87
2020 Q2	$813K	Sell	7,506 -7,490	-50%	-$910K	0.16%	123
2020 Q1	$1.5M	Sell	14,996 -1,260	-8%	-$145K	0.33%	87
2019 Q4	$1.79M	Buy	16,256 +1,159	+8%	+$129K	0.22%	94
2019 Q3	$1.65M	Sell	15,097 -2,667	-15%	-$298K	0.28%	93
2019 Q2	$1.95M	Buy	17,764 +14,969	+536%	+$1.6M	0.33%	81
2019 Q1	$298	Sell	2,795 -3,866	-58%	-$404K	0.05%	164
2018 Q4	$692K	Sell	6,661 -2,867	-30%	-$290K	0.13%	114
2018 Q3	$977K	Hold	9,528	–	–	0.16%	103
2018 Q2	$977K	Buy	9,528 +318	+3%	+$32.4K	0.17%	103
2018 Q1	$950K	Buy	9,210 +4,348	+89%	+$448K	0.16%	103
2017 Q4	$513K	Sell	4,862 -6,360	-57%	-$674K	0.09%	134
2017 Q3	$1.2M	Sell	11,222 -88	-0.8%	-$9.43K	0.22%	86
2017 Q2	$1.21M	Buy	+11,310	New	+$1.21M	0.23%	81
2016 Q1	–	Sell	-7,526	Closed	-$793K	–	176
2015 Q4	$793K	Sell	7,526 -17,782	-70%	-$1.9M	0.18%	81
2015 Q3	$2.73M	Buy	+25,308	New	+$2.69M	0.67%	47
2015 Q1	–	Sell	-57,665	Closed	-$6.1M	–	171
2014 Q4	$6.1M	Buy	+57,665	New	+$6.08M	1.27%	22

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

Beacon Financial Group's IEF Position: Q2 2026 in Review

Beacon Financial Group opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 5,587 shares worth $528K. The stake represents 0.05% of the portfolio and ranks #236 among its holdings. This is a return to the name: Beacon Financial Group previously reported a position in IEF as recently as Q3 2023.

Beacon Financial Group first reported a position in IEF in Q4 2014 and has held it in 25 quarters since. The position peaked at $6.1M in Q4 2014. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Beacon Financial Group held 5,587 shares of iShares 7-10 Year Treasury Bond ETF worth $528K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Beacon Financial Group position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Beacon Financial Group's portfolio in Q2 2026, its #236 holding.
Beacon Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 25 quarters since.
Beacon Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $6.1M in Q4 2014.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.