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Beverly Hills Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Beverly Hills Private Wealth’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 		$687K Sell
7,265
-1,300
-15% -$123K 0.13% 136
2026
Q1 		$817K Buy
+8,565
New +$824K 0.14% 142

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

Beverly Hills Private Wealth's IEF Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 15% in Q2 2026, selling an estimated $123K and leaving 7,265 shares worth $687K. The position accounts for 0.13% of the portfolio, ranked #136.

Beverly Hills Private Wealth first reported a position in IEF in Q1 2026 and has held it in 2 quarters since. The position peaked at $817K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Beverly Hills Private Wealth held 7,265 shares of iShares 7-10 Year Treasury Bond ETF worth $687K as of Q2 2026.
  • Beverly Hills Private Wealth sold 1,300 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $123K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.13% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #136 holding.
  • Beverly Hills Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Beverly Hills Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $817K in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.