Beacon Investment Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Beacon Investment Advisory Services’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
2019 Q1	–	Sell	-2,430	Closed	-$253K	–	241
2018 Q4	$253K	Sell	2,430 -1,522	-39%	-$154K	0.03%	226
2018 Q3	$400K	Sell	3,952 -100	-2%	-$10.2K	0.04%	179
2018 Q2	$415K	Sell	4,052 -2,466	-38%	-$251K	0.04%	173
2018 Q1	$673K	Sell	6,518 -5,446	-46%	-$561K	0.07%	135
2017 Q4	$1.26M	Sell	11,964 -5,549	-32%	-$588K	0.13%	107
2017 Q3	$1.86M	Buy	+17,513	New	+$1.88M	0.16%	105
2017 Q1	–	Sell	-3,585	Closed	-$376K	–	87
2016 Q4	$376K	Hold	3,585	–	–	0.07%	49
2016 Q3	$401K	Sell	3,585 -1,051	-23%	-$118K	0.09%	41
2016 Q2	$524K	Buy	+4,636	New	+$513K	0.11%	31

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Investment Advisory Services's IEF Position: Q1 2019 in Review

Beacon Investment Advisory Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2019, closing a stake of 2,430 shares — an estimated $253K sold.

Beacon Investment Advisory Services first reported a position in IEF in Q2 2016 and held it in 9 quarters. The position peaked at $1.86M in Q3 2017. 448 funds tracked by Wall St. Rank hold IEF as of Q1 2019.

Beacon Investment Advisory Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
Beacon Investment Advisory Services sold 2,430 iShares 7-10 Year Treasury Bond ETF shares in Q1 2019, an estimated $253K.
Beacon Investment Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and held it in 9 quarters.
Beacon Investment Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $1.86M in Q3 2017.
448 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2019.

Based on Beacon Investment Advisory Services's 13F filing for Q1 2019, filed 15 May 2019.