Coppell Advisory Solutions’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-2,484	Closed	-$297K	–	184
2025 Q4	$297K	Sell	2,484 -1,804	-42%	-$216K	0.03%	332
2025 Q3	$512K	Buy	4,288 +2,274	+113%	+$270K	0.05%	247
2025 Q2	$239K	Buy	+2,014	New	+$238K	0.03%	329
2025 Q1	–	Sell	-7,390	Closed	-$854K	–	1047
2024 Q4	$854K	Sell	7,390 -158	-2%	-$18.4K	0.12%	133
2024 Q3	$905K	Buy	7,548 +1,888	+33%	+$223K	0.13%	128
2024 Q2	$654K	Buy	+5,660	New	+$649K	0.11%	137
2023 Q4	$70.5K	Buy	602 +181	+43%	+$20.7K	0.01%	423
2023 Q3	$48.4K	Sell	421 -24,468	-98%	-$2.8M	0.02%	304
2023 Q2	$2.87M	Buy	+24,889	New	+$2.91M	0.81%	22
2023 Q1	–	Sell	-421	Closed	-$48.4K	–	628
2022 Q4	$48.4K	Buy	+421	New	+$48.3K	0.02%	306

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coppell Advisory Solutions's IEI Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 2,484 shares — an estimated $297K sold.

Coppell Advisory Solutions first reported a position in IEI in Q4 2022 and held it in 10 quarters. The position peaked at $2.87M in Q2 2023. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Coppell Advisory Solutions reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 2,484 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $297K.
Coppell Advisory Solutions first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and held it in 10 quarters.
Coppell Advisory Solutions's iShares 3-7 Year Treasury Bond ETF position peaked at $2.87M in Q2 2023.
834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.