Beta Wealth Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Beta Wealth Group’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	$9.04M	Buy	+101,168	New	+$9.36M	3.37%	7

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

Morgan Stanley New York $1.96T AUM 27.49% 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

Beta Wealth Group's IEF Position: Q3 2026 in Review

Beta Wealth Group opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026: 101,168 shares worth $9.04M. The stake represents 3.37% of the portfolio and ranks #7 among its holdings.

990 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Beta Wealth Group held 101,168 shares of iShares 7-10 Year Treasury Bond ETF worth $9.04M as of Q3 2026.
iShares 7-10 Year Treasury Bond ETF was a new Beta Wealth Group position in Q3 2026.
iShares 7-10 Year Treasury Bond ETF made up 3.37% of Beta Wealth Group's portfolio in Q3 2026, its #7 holding.
990 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Beta Wealth Group's 13F filing for Q3 2026, filed 10 Nov 2026.