Beacon Wealthcare LLC’s Ishares Tr Position
Does Beacon Wealthcare LLC own Ishares Tr (IEF)? Yes — 419.9K shares worth $40M (+12.73% of its 13F portfolio) as of Q2 2026, up from 413.0K shares the prior filed quarter.
Position Value
$40M
Q2 2026
Shares
419.9K
% of Portfolio
+12.73%
Quarters Held
22
currently held
Position History IEF
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 419.9K | $40M | +12.73% |
| Q1 2026 | 413.0K | $39M | +13.90% |
| Q4 2025 | 405.5K | $39M | +13.39% |
| Q3 2025 | 390.9K | $38M | +13.25% |
| Q2 2025 | 384.4K | $37M | +13.88% |
| Q1 2025 | 387.2K | $37M | +15.02% |
| Q4 2024 | 389.8K | $36M | +14.62% |
| Q3 2024 | 395.0K | $39M | +15.64% |
| Q2 2024 | 391.3K | $37M | +15.97% |
| Q1 2024 | 392.7K | $37M | +16.95% |
| Q4 2023 | 416.1K | $40M | +19.29% |
| Q3 2023 | 496.0K | $45M | +24.00% |
| Q2 2023 | 494.1K | $48M | +24.34% |
| Q1 2023 | 500.4K | $50M | +25.93% |
| Q4 2022 | 496.1K | $48M | +26.69% |
| Q3 2022 | 518.8K | $50M | +29.32% |
| Q2 2022 | 509.4K | $52M | +28.81% |
| Q1 2022 | 541.1K | $58M | +28.65% |
| Q4 2021 | 573.5K | $66M | +30.00% |
| Q3 2021 | 584.2K | $67M | +32.50% |
| Q2 2021 | 550.2K | $64M | +31.46% |
| Q1 2021 | 525.8K | $59M | +31.71% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beacon Wealthcare LLC’s full portfolio or all institutional holders of IEF.