Beacon Pointe Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Beacon Pointe Advisors’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	$21.3M	Buy	225,650 +22,937	+11%	+$2.17M	0.1%	196
2026 Q1	$19.3M	Buy	202,713 +95,714	+89%	+$9.21M	0.1%	190
2025 Q4	$10.3M	Buy	106,999 +34,546	+48%	+$3.34M	0.07%	252
2025 Q3	$6.99M	Buy	+72,453	New	+$6.93M	0.06%	291
2023 Q3	–	Sell	-3,287	Closed	-$318K	–	1343
2023 Q2	$318K	Sell	3,287 -2,536	-44%	-$249K	0.01%	871
2023 Q1	$577K	Buy	5,823 +3,477	+148%	+$340K	0.01%	715
2022 Q4	$225K	Buy	+2,346	New	+$225K	﹤0.01%	954
2022 Q2	–	Sell	-109,711	Closed	-$11.8M	–	1134
2022 Q1	$11.8M	Buy	109,711 +104,868	+2,165%	+$11.6M	0.16%	135
2021 Q4	$557K	Buy	+4,843	New	+$557K	0.01%	538
2021 Q3	–	Sell	-5,768	Closed	-$666K	–	934
2021 Q2	$666K	Buy	+5,768	New	+$660K	0.02%	413

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 Pointe Advisors's IEF Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 11% in Q2 2026, buying an estimated $2.17M and bringing the position to 225,650 shares worth $21.3M. The position accounts for 0.1% of the portfolio, ranked #196.

Beacon Pointe Advisors first reported a position in IEF in Q2 2021 and has held it in 10 quarters since. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Beacon Pointe Advisors held 225,650 shares of iShares 7-10 Year Treasury Bond ETF worth $21.3M as of Q2 2026.
Beacon Pointe Advisors bought 22,937 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.17M.
iShares 7-10 Year Treasury Bond ETF made up 0.1% of Beacon Pointe Advisors's portfolio in Q2 2026, its #196 holding.
Beacon Pointe Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2021 and has held it in 10 quarters since.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.