Coppell Advisory Solutions’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Coppell Advisory Solutions’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	$1.5K	Buy	+35,652	New	+$3.37M	﹤0.01%	530
2026 Q1	–	Sell	-30,709	Closed	-$2.96M	–	182
2025 Q4	$2.96M	Sell	30,709 -307	-1%	-$29.7K	0.29%	68
2025 Q3	$2.99M	Buy	31,016 +6,061	+24%	+$580K	0.32%	63
2025 Q2	$2.38M	Buy	+24,955	New	+$2.36M	0.28%	68
2025 Q1	–	Sell	-11,355	Closed	-$1.05M	–	1046
2024 Q4	$1.05M	Buy	11,355 +1,599	+16%	+$151K	0.15%	120
2024 Q3	$960K	Buy	9,756 +2,353	+32%	+$227K	0.14%	127
2024 Q2	$693K	Buy	+7,403	New	+$688K	0.11%	131
2023 Q4	$156K	Buy	1,616 +1,610	+26,833%	+$149K	0.03%	294
2023 Q3	$575	Sell	6 -1,257	-100%	-$119K	﹤0.01%	997
2023 Q2	$122K	Buy	+1,263	New	+$124K	0.03%	242
2023 Q1	–	Sell	-6	Closed	-$575	–	626
2022 Q4	$575	Buy	+6	New	+$576	﹤0.01%	1003

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 22.96% 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

Coppell Advisory Solutions's IEF Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 35,652 shares worth $1.5K. The stake represents ﹤0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in IEF as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in IEF in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.99M in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Coppell Advisory Solutions held 35,652 shares of iShares 7-10 Year Treasury Bond ETF worth $1.5K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Coppell Advisory Solutions position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #530 holding.
Coppell Advisory Solutions first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 11 quarters since.
Coppell Advisory Solutions's iShares 7-10 Year Treasury Bond ETF position peaked at $2.99M in Q3 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.