Coastline Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Coastline Trust’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 Q3	$23.7K	Hold	265	–	–	﹤0.01%	294
2026 Q2	$25.1K	Hold	265	–	–	﹤0.01%	320
2026 Q1	$25.3K	Hold	265	–	–	﹤0.01%	316
2025 Q4	$25.5K	Buy	265 +95	+56%	+$9.19K	﹤0.01%	311
2025 Q3	$16.4K	Hold	170	–	–	﹤0.01%	318
2025 Q2	$16.3K	Hold	170	–	–	﹤0.01%	322
2025 Q1	$16.2K	Hold	170	–	–	﹤0.01%	318
2024 Q4	$15.7K	Hold	170	–	–	﹤0.01%	336
2024 Q3	$16.7K	Buy	+170	New	+$16.4K	﹤0.01%	345

Other funds holding IEF

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Coastline Trust's IEF Position: Q3 2026 in Review

Coastline Trust held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2026 at 265 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Coastline Trust first reported a position in IEF in Q3 2024 and has held it in 9 quarters since. The position peaked at $25.5K in Q4 2025. 126 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Coastline Trust held 265 shares of iShares 7-10 Year Treasury Bond ETF worth $23.7K as of Q3 2026.
Coastline Trust left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #294 holding.
Coastline Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 9 quarters since.
Coastline Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $25.5K in Q4 2025.
126 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.