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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 7-10 Yr Treas. Bond held by Beacon Pointe Advisors 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 Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $19M 203k 95.44
2025-12-31 $10M 107k 96.16
2025-09-30 $7.0M 73k 96.46
2023-06-30 $318k 3.3k 96.60
2023-03-31 $577k 5.8k 99.12
2022-12-31 $225k 2.3k 95.78
2022-03-31 $12M 110k 107.47
2021-12-31 $557k 4.8k 115.01
2021-06-30 $666k 5.8k 115.46

More positions owned by Beacon Pointe Advisors

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Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Lennox International (LII)

View all positions for Beacon Pointe Advisors

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