Coastal Bridge Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Coastal Bridge Advisors’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 Q1	$4.8M	Buy	50,309 +7,955	+19%	+$765K	0.34%	68
2025 Q4	$4.07M	Buy	42,354 +1,832	+5%	+$177K	0.3%	80
2025 Q3	$3.91M	Buy	40,522 +4,121	+11%	+$394K	0.3%	87
2025 Q2	$3.49M	Buy	36,401 +420	+1%	+$39.7K	0.29%	94
2025 Q1	$3.43M	Buy	+35,981	New	+$3.37M	0.85%	31

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Coastal Bridge Advisors's IEF Position: Q1 2026 in Review

Coastal Bridge Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 19% in Q1 2026, buying an estimated $765K and bringing the position to 50,309 shares worth $4.8M. The position accounts for 0.34% of the portfolio, ranked #68.

Coastal Bridge Advisors first reported a position in IEF in Q1 2025 and has held it in 5 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Coastal Bridge Advisors held 50,309 shares of iShares 7-10 Year Treasury Bond ETF worth $4.8M as of Q1 2026.
Coastal Bridge Advisors bought 7,955 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $765K.
iShares 7-10 Year Treasury Bond ETF made up 0.34% of Coastal Bridge Advisors's portfolio in Q1 2026, its #68 holding.
Coastal Bridge Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.