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Beirne Wealth Consulting Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Beirne Wealth Consulting Services’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 		$3.57M Buy
37,706
+761
+2% +$72K 0.71% 27
2026
Q1 		$3.53M Sell
36,945
-15,969
-30% -$1.54M 1% 26
2025
Q4 		$5.09M Buy
52,914
+52
+0.1% +$5.03K 1.47% 19
2025
Q3 		$5.1M Buy
52,862
+3,139
+6% +$300K 1.22% 22
2025
Q2 		$4.76M Sell
49,723
-31,242
-39% -$2.95M 1.54% 19
2025
Q1 		$7.72M Buy
80,965
+670
+0.8% +$62.7K 2.75% 7
2024
Q4 		$7.42M Buy
80,295
+334
+0.4% +$31.6K 2.68% 9
2024
Q3 		$7.85M Buy
79,961
+39,846
+99% +$3.85M 2.76% 7
2024
Q2 		$3.76M Buy
40,115
+5,181
+15% +$481K 1.52% 19
2024
Q1 		$3.31M Sell
34,934
-1,357
-4% -$129K 1.4% 18
2023
Q4 		$3.5M Buy
36,291
+24,865
+218% +$2.3M 1.73% 12
2023
Q3 		$1.1M Hold
11,426
– – 0.88% 21
2023
Q2 		$1.1M Buy
11,426
+6,265
+121% +$616K 0.88% 21
2023
Q1 		$512K Buy
+5,161
New +$505K 0.36% 55

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Beirne Wealth Consulting Services's IEF Position: Q2 2026 in Review

Beirne Wealth Consulting Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.1% in Q2 2026, buying an estimated $72K and bringing the position to 37,706 shares worth $3.57M. The position accounts for 0.71% of the portfolio, ranked #27.

Beirne Wealth Consulting Services first reported a position in IEF in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.85M in Q3 2024. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Beirne Wealth Consulting Services held 37,706 shares of iShares 7-10 Year Treasury Bond ETF worth $3.57M as of Q2 2026.
  • Beirne Wealth Consulting Services bought 761 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $72K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.71% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #27 holding.
  • Beirne Wealth Consulting Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Beirne Wealth Consulting Services's iShares 7-10 Year Treasury Bond ETF position peaked at $7.85M in Q3 2024.
  • 1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.