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 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 $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Beacon Pointe Advisors's IEF Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 89% in Q1 2026, buying an estimated $9.21M and bringing the position to 202,713 shares worth $19.3M. The position accounts for 0.1% of the portfolio, ranked #190.

Beacon Pointe Advisors first reported a position in IEF in Q2 2021 and has held it in 9 quarters since. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Beacon Pointe Advisors held 202,713 shares of iShares 7-10 Year Treasury Bond ETF worth $19.3M as of Q1 2026.
Beacon Pointe Advisors bought 95,714 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $9.21M.
iShares 7-10 Year Treasury Bond ETF made up 0.1% of Beacon Pointe Advisors's portfolio in Q1 2026, its #190 holding.
Beacon Pointe Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2021 and has held it in 9 quarters since.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.