Beaumont Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Beaumont Capital Management’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	$1.19M	Buy	12,421 +6,807	+121%	+$655K	1.46%	20
2025 Q4	$540K	Buy	5,614 +39	+0.7%	+$3.77K	0.67%	30
2025 Q3	$538K	Sell	5,575 -303	-5%	-$29K	0.36%	45
2025 Q2	$563K	Buy	+5,878	New	+$556K	0.39%	42
2023 Q3	–	Sell	-26,121	Closed	-$2.52M	–	43
2023 Q2	$2.52M	Buy	+26,121	New	+$2.57M	1.75%	21
2022 Q4	–	Sell	-32,983	Closed	-$3.17M	–	47
2022 Q3	$3.17M	Buy	32,983 +3,694	+13%	+$375K	3.14%	10
2022 Q2	$3M	Sell	29,289 -3,385	-10%	-$347K	2.47%	15
2022 Q1	$3.51M	Sell	32,674 -4,157	-11%	-$461K	2.26%	23
2021 Q4	$4.24M	Buy	36,831 +31,266	+562%	+$3.59M	2.45%	20
2021 Q3	$641K	Buy	+5,565	New	+$651K	0.55%	23
2021 Q1	–	Sell	-7,399	Closed	-$888K	–	34
2020 Q4	$888K	Buy	+7,399	New	+$890K	0.89%	18

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 $9.54B AUM 19.86% 1-Year Est. Return

Beaumont Capital Management's IEF Position: Q1 2026 in Review

Beaumont Capital Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 121% in Q1 2026, buying an estimated $655K and bringing the position to 12,421 shares worth $1.19M. The position accounts for 1.46% of the portfolio, ranked #20.

Beaumont Capital Management first reported a position in IEF in Q4 2020 and has held it in 11 quarters since. The position peaked at $4.24M in Q4 2021. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Beaumont Capital Management held 12,421 shares of iShares 7-10 Year Treasury Bond ETF worth $1.19M as of Q1 2026.
Beaumont Capital Management bought 6,807 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $655K.
iShares 7-10 Year Treasury Bond ETF made up 1.46% of Beaumont Capital Management's portfolio in Q1 2026, its #20 holding.
Beaumont Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 11 quarters since.
Beaumont Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $4.24M in Q4 2021.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Beaumont Capital Management's 13F filing for Q1 2026, filed 14 May 2026.