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 Q2	$4.24M	Sell	44,853 -5,456	-11%	-$516K	0.26%	86
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	0.31%	85

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Coastal Bridge Advisors's IEF Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 11% in Q2 2026, selling an estimated $516K and leaving 44,853 shares worth $4.24M. The position accounts for 0.26% of the portfolio, ranked #86.

Coastal Bridge Advisors first reported a position in IEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.8M in Q1 2026. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Coastal Bridge Advisors held 44,853 shares of iShares 7-10 Year Treasury Bond ETF worth $4.24M as of Q2 2026.
Coastal Bridge Advisors sold 5,456 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $516K.
iShares 7-10 Year Treasury Bond ETF made up 0.26% of Coastal Bridge Advisors's portfolio in Q2 2026, its #86 holding.
Coastal Bridge Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Coastal Bridge Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $4.8M in Q1 2026.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.