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 Q3	$1.54M	Sell	17,200 -23,124	-57%	-$2.14M	0.33%	56
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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Beam Wealth Advisors's IEF Position: Q3 2026 in Review

Beam Wealth Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 57% in Q3 2026, selling an estimated $2.14M and leaving 17,200 shares worth $1.54M. The position accounts for 0.33% of the portfolio, ranked #56.

Beam Wealth Advisors first reported a position in IEF in Q2 2020 and has held it in 13 quarters since. The position peaked at $3.81M in Q2 2026. 877 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Beam Wealth Advisors held 17,200 shares of iShares 7-10 Year Treasury Bond ETF worth $1.54M as of Q3 2026.
Beam Wealth Advisors sold 23,124 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.14M.
iShares 7-10 Year Treasury Bond ETF made up 0.33% of Beam Wealth Advisors's portfolio in Q3 2026, its #56 holding.
Beam Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 13 quarters since.
Beam Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $3.81M in Q2 2026.
877 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.