Well it's not technically MCU canon but you can sort of consider it Earth-199999 canon. It's also a pretty likely explanation or at least part of one.
It's always possible that they nullify or confirm that in a film, just like the Agent Carter one-shot has sort of been reduced to less-than-canon.
But yeah I think the combination of the Ten Rings/Stane potentially being on SHIELD's radar and concerns about Stark and his potential uses to SHIELD or worrying about how bad it would be if he did turn (i.e. if HYDRA got their hooks into him) accounts for why Coulson was sent to see him right away.
Reading my signature constitutes admission that I am correct. (Too late)
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