Coastal Bridge Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Coastal Bridge Advisors’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.07M	Sell	114,957 -1,380	-1%	-$98.9K	0.57%	44
2025 Q4	$8.08M	Buy	116,337 +269	+0.2%	+$18.5K	0.6%	40
2025 Q3	$7.9M	Sell	116,068 -257	-0.2%	-$17K	0.6%	39
2025 Q2	$7.44M	Buy	116,325 +1,666	+1%	+$102K	0.61%	41
2025 Q1	$7.08M	Buy	+114,659	New	+$7.18M	1.75%	11

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Coastal Bridge Advisors's DGRO Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.2% in Q1 2026, selling an estimated $98.9K and leaving 114,957 shares worth $8.07M. The position accounts for 0.57% of the portfolio, ranked #44.

Coastal Bridge Advisors first reported a position in DGRO in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.08M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Coastal Bridge Advisors held 114,957 shares of iShares Core Dividend Growth ETF worth $8.07M as of Q1 2026.
Coastal Bridge Advisors sold 1,380 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $98.9K.
iShares Core Dividend Growth ETF made up 0.57% of Coastal Bridge Advisors's portfolio in Q1 2026, its #44 holding.
Coastal Bridge Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and has held it in 5 quarters since.
Coastal Bridge Advisors's iShares Core Dividend Growth ETF position peaked at $8.08M in Q4 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.