Coastal Bridge Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8M Buy
67,436
+8,792
+15% +$1.05M 0.57% 45
2025
Q4
$7M Buy
58,644
+7,193
+14% +$861K 0.52% 47
2025
Q3
$6.15M Buy
51,451
+8,897
+21% +$1.06M 0.47% 52
2025
Q2
$5.07M Buy
42,554
+1,189
+3% +$140K 0.42% 57
2025
Q1
$4.89M Buy
+41,365
New +$4.82M 1.21% 18

Other funds holding IEI

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

Coastal Bridge Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 15% in Q1 2026, buying an estimated $1.05M and bringing the position to 67,436 shares worth $8M. The position accounts for 0.57% of the portfolio, ranked #45.

Coastal Bridge Advisors first reported a position in IEI in Q1 2025 and has held it in 5 quarters since. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Coastal Bridge Advisors held 67,436 shares of iShares 3-7 Year Treasury Bond ETF worth $8M as of Q1 2026.
  • Coastal Bridge Advisors bought 8,792 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.05M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.57% of Coastal Bridge Advisors's portfolio in Q1 2026, its #45 holding.
  • Coastal Bridge Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

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