Coston McIsaac & Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Coston McIsaac & Partners’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	$19K	Hold	210	–	–	﹤0.01%	489
2026 Q1	$20K	Hold	210	–	–	﹤0.01%	465
2025 Q4	$20K	Hold	210	–	–	﹤0.01%	469
2025 Q3	$20K	Buy	210 +178	+556%	+$17K	﹤0.01%	447
2025 Q2	$3K	Hold	32	–	–	﹤0.01%	661
2025 Q1	$3K	Hold	32	–	–	﹤0.01%	643
2024 Q4	$2K	Buy	+32	New	+$3.02K	﹤0.01%	682

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

Coston McIsaac & Partners's IEF Position: Q2 2026 in Review

Coston McIsaac & Partners held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 210 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Coston McIsaac & Partners first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $20K in Q1 2026. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Coston McIsaac & Partners held 210 shares of iShares 7-10 Year Treasury Bond ETF worth $19K as of Q2 2026.
Coston McIsaac & Partners left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #489 holding.
Coston McIsaac & Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Coston McIsaac & Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $20K in Q1 2026.
1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.