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Beam Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Beam Wealth 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 		$3.81M Buy
40,324
+1,424
+4% +$135K 0.84% 28
2026
Q1 		$3.71M Buy
38,900
+6,694
+21% +$644K 0.92% 25
2025
Q4 		$3.1M Buy
32,206
+603
+2% +$58.3K 0.85% 32
2025
Q3 		$3.05M Buy
31,603
+98
+0.3% +$9.37K 0.83% 33
2025
Q2 		$3.02M Sell
31,505
-1,086
-3% -$103K 0.9% 27
2025
Q1 		$3.11M Sell
32,591
-4,026
-11% -$377K 1.05% 24
2024
Q4 		$3.39M Buy
36,617
+1,303
+4% +$123K 1.07% 24
2024
Q3 		$3.46M Buy
35,314
+929
+3% +$89.8K 1.05% 22
2024
Q2 		$3.22M Buy
34,385
+7,306
+27% +$679K 1.07% 20
2024
Q1 		$2.56M Buy
+27,079
New +$2.57M 1.54% 20
2020
Q4 		– Sell
-3,619
Closed -$441K – 134
2020
Q3 		$441K Buy
3,619
+171
+5% +$20.9K 0.41% 74
2020
Q2 		$419K Buy
+3,448
New +$419K 0.42% 74

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AAG
Avalon Advisory Group Wexford, Pennsylvania $271M AUM 14.44% 1-Year Est. Return

Beam Wealth Advisors's IEF Position: Q2 2026 in Review

Beam Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.7% in Q2 2026, buying an estimated $135K and bringing the position to 40,324 shares worth $3.81M. The position accounts for 0.84% of the portfolio, ranked #28.

Beam Wealth Advisors first reported a position in IEF in Q2 2020 and has held it in 12 quarters since. 509 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Beam Wealth Advisors held 40,324 shares of iShares 7-10 Year Treasury Bond ETF worth $3.81M as of Q2 2026.
  • Beam Wealth Advisors bought 1,424 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $135K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.84% of Beam Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Beam Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 12 quarters since.
  • 509 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.