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Beacon Wealthcare Inc’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Beacon Wealthcare Inc’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
2020
Q4 		$55.4M Buy
461,731
+29,065
+7% +$3.5M 32.22% 2
2020
Q3 		$52.7M Sell
432,666
-3,792
-0.9% -$463K 32.91% 2
2020
Q2 		$53.2M Buy
436,458
+33,118
+8% +$4.02M 33.52% 2
2020
Q1 		$49M Sell
403,340
-19,808
-5% -$2.28M 34.82% 2
2019
Q4 		$46.9M Buy
423,148
+3,295
+0.8% +$367K 32.31% 2
2019
Q3 		$47.2M Buy
419,853
+35,249
+9% +$3.93M 34.01% 2
2019
Q2 		$42.3M Buy
384,604
+27,253
+8% +$2.92M 32.2% 2
2019
Q1 		$38.1M Sell
357,351
-85,411
-19% -$8.93M 30.96% 2
2018
Q4 		$46.1M Buy
442,762
+56,213
+15% +$5.69M 30.45% 2
2018
Q3 		$39.1M Buy
386,549
+11,123
+3% +$1.13M 35.46% 2
2018
Q2 		$38.5M Sell
375,426
-1,473
-0.4% -$150K 37.28% 2
2018
Q1 		$38.9M Buy
376,899
+28,755
+8% +$2.96M 40.13% 2
2017
Q4 		$36.8M Buy
+348,144
New +$36.9M 38.5% 2

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Beacon Wealthcare Inc's IEF Position: Q4 2020 in Review

Beacon Wealthcare Inc increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.7% in Q4 2020, buying an estimated $3.5M and bringing the position to 461,731 shares worth $55.4M. The position accounts for 32.22% of the portfolio, ranked #2.

Beacon Wealthcare Inc first reported a position in IEF in Q4 2017 and has held it in 13 quarters since. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

  • Beacon Wealthcare Inc held 461,731 shares of iShares 7-10 Year Treasury Bond ETF worth $55.4M as of Q4 2020.
  • Beacon Wealthcare Inc bought 29,065 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $3.5M.
  • iShares 7-10 Year Treasury Bond ETF made up 32.22% of Beacon Wealthcare Inc's portfolio in Q4 2020, its #2 holding.
  • Beacon Wealthcare Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 13 quarters since.
  • 693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on Beacon Wealthcare Inc's 13F filing for Q4 2020, filed 10 Feb 2021.