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

Beacon Wealthcare LLC’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
Q3 		$38.4M Buy
430,508
+10,570
+3% +$978K 12.19% 2
2026
Q2 		$39.7M Buy
419,938
+6,950
+2% +$658K 12.73% 2
2026
Q1 		$39.4M Buy
412,988
+7,510
+2% +$722K 13.9% 2
2025
Q4 		$39M Buy
405,478
+14,578
+4% +$1.41M 13.39% 2
2025
Q3 		$37.7M Buy
390,900
+6,536
+2% +$625K 13.25% 2
2025
Q2 		$36.8M Sell
384,364
-2,858
-0.7% -$270K 13.88% 2
2025
Q1 		$36.9M Sell
387,222
-2,554
-0.7% -$239K 15.02% 2
2024
Q4 		$36M Sell
389,776
-5,236
-1% -$495K 14.62% 2
2024
Q3 		$38.8M Buy
395,012
+3,713
+0.9% +$359K 15.64% 2
2024
Q2 		$36.6M Sell
391,299
-1,364
-0.3% -$127K 15.97% 2
2024
Q1 		$37.2M Sell
392,663
-23,404
-6% -$2.22M 16.95% 2
2023
Q4 		$40.1M Sell
416,067
-79,951
-16% -$7.39M 19.29% 2
2023
Q3 		$45.4M Buy
496,018
+1,898
+0.4% +$179K 24.01% 2
2023
Q2 		$47.7M Sell
494,120
-6,311
-1% -$620K 24.34% 2
2023
Q1 		$49.6M Buy
500,431
+4,308
+0.9% +$421K 25.93% 2
2022
Q4 		$47.5M Sell
496,123
-22,689
-4% -$2.18M 26.69% 2
2022
Q3 		$49.8M Buy
518,812
+9,409
+2% +$955K 29.32% 2
2022
Q2 		$52.1M Sell
509,403
-31,655
-6% -$3.25M 28.81% 2
2022
Q1 		$58.1M Sell
541,058
-32,457
-6% -$3.6M 28.65% 2
2021
Q4 		$66M Sell
573,515
-10,667
-2% -$1.23M 30% 2
2021
Q3 		$67.3M Buy
584,182
+33,994
+6% +$3.97M 32.5% 2
2021
Q2 		$63.5M Buy
550,188
+24,406
+5% +$2.79M 31.46% 2
2021
Q1 		$59.4M Buy
+525,782
New +$61.3M 31.71% 2

Other funds holding IEF

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
AAG
Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Beacon Wealthcare LLC's IEF Position: Q3 2026 in Review

Beacon Wealthcare LLC increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.5% in Q3 2026, buying an estimated $978K and bringing the position to 430,508 shares worth $38.4M. The position accounts for 12.19% of the portfolio, ranked #2.

Beacon Wealthcare LLC first reported a position in IEF in Q1 2021 and has held it in 23 quarters since. The position peaked at $67.3M in Q3 2021. 474 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Beacon Wealthcare LLC held 430,508 shares of iShares 7-10 Year Treasury Bond ETF worth $38.4M as of Q3 2026.
  • Beacon Wealthcare LLC bought 10,570 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $978K.
  • iShares 7-10 Year Treasury Bond ETF made up 12.19% of Beacon Wealthcare LLC's portfolio in Q3 2026, its #2 holding.
  • Beacon Wealthcare LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • Beacon Wealthcare LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $67.3M in Q3 2021.
  • 474 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q3 2026, filed 2 Oct 2026.