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

Coastal Bridge Advisors’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.48M	Sell	63,668 -3,768	-6%	-$444K	0.46%	52
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	0.44%	55

Other funds holding IEI

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Coastal Bridge Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 5.6% in Q2 2026, selling an estimated $444K and leaving 63,668 shares worth $7.48M. The position accounts for 0.46% of the portfolio, ranked #52.

Coastal Bridge Advisors first reported a position in IEI in Q1 2025 and has held it in 6 quarters since. The position peaked at $8M in Q1 2026. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Coastal Bridge Advisors held 63,668 shares of iShares 3-7 Year Treasury Bond ETF worth $7.48M as of Q2 2026.
Coastal Bridge Advisors sold 3,768 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $444K.
iShares 3-7 Year Treasury Bond ETF made up 0.46% of Coastal Bridge Advisors's portfolio in Q2 2026, its #52 holding.
Coastal Bridge Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Coastal Bridge Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $8M in Q1 2026.
823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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