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iShares Lehman 7-10 Yr Treas. Bond shares owned by Beacon Financial

Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in iShares Lehman 7-10 Yr Treas. Bond

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All positions including iShares Lehman 7-10 Yr Treas. Bond held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman 7-10 Yr Treas. Bond by Beacon Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $528k 5.6k 94.57
2023-09-30 $1.3M 13k 99.49
2023-06-30 $1.3M 13k 99.49
2023-03-31 $1.3M 13k 99.49
2021-09-30 $2.8M 26k 109.47
2021-06-30 $2.4M 22k 109.29
2021-03-31 $2.3M 19k 121.69
2020-12-31 $2.3M 19k 121.69
2020-09-30 $1.9M 16k 121.69
2020-06-30 $911k 7.5k 121.42
2020-03-31 $1.8M 15k 121.42
2019-12-31 $1.8M 16k 112.43
2019-09-30 $1.7M 15k 112.43
2019-06-30 $2.0M 18k 110.01
2019-03-31 $298k 2.8k 106.62
2018-12-31 $692k 6.7k 103.89
2018-09-30 $977k 9.5k 102.54
2018-06-30 $977k 9.5k 102.54
2018-03-31 $950k 9.2k 103.15
2017-12-31 $513k 4.9k 105.51
2017-09-30 $1.2M 11k 106.49
2017-06-30 $1.2M 11k 106.90
2015-12-31 $793k 7.5k 105.37
2015-09-30 $2.7M 25k 107.83
2014-12-31 $6.1M 58k 105.85

More positions owned by Beacon Financial

Wisdomtree U.s. Quality Dividend Growth Fund Us Qtly Div Grt (DGRW)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Vanguard Growth Index Fund Etf Shares Growth Etf (VUG)
Vanguard High Dividend Yield Index Fund Etf Shares High Div Yld (VYM)
Ishares U.s. Equity Factor Rotation Active Etf Ishares Us Equit (DYNF)
Berkshire Hathaway Class B Cl B New (BRK.B)
First Trust Morningstar Dividend Leaders Index Fund SHS (FDL)
Vanguard Value Index Fund Etf Shares Value Etf (VTV)
State Street Spdr Bloomberg 1-3 Month T-bill Etf St Str Blo 1 Etf (BIL)
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT)
First Trust Value Line Dividend Index Fund SHS (FVD)
Ishares Treasury Floating Rate Bond Etf TRS FLT RT BD (TFLO)
NVIDIA Corporation (NVDA)
First Trust Rising Dividend Achievers Etf Risng Divd Achiv (RDVY)
Ishares Large Cap Core Active Etf Isha La Core Etf (BLCR)

View all positions for Beacon Financial

Top funds holding iShares Lehman 7-10 Yr Treas. Bond

Fisher Investments
FMR
Bank of America Corporation
Ameriprise Financial
Envestnet Asset Management
Morgan Stanley
Jane Street
UBS Group
Goldman Sachs Group
Pnc Financial Services
Raymond James Financial
Ronald Blue Trust
LPL Financial
Captrust Financial Advisors
Barclays

View all funds holding iShares Lehman 7-10 Yr Treas. Bond