Coastal Bridge Advisors’s iShares Select Dividend ETF DVY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$391K	Buy	2,503 +100	+4%	+$15.4K	0.02%	359
2026 Q1	$364K	Buy	2,403 +82	+4%	+$12.4K	0.03%	353
2025 Q4	$328K	Hold	2,321	–	–	0.02%	356
2025 Q3	$330K	Hold	2,321	–	–	0.03%	353
2025 Q2	$308K	Hold	2,321	–	–	0.03%	351
2025 Q1	$312K	Buy	+2,321	New	+$311K	0.03%	334

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Coastal Bridge Advisors's DVY Position: Q2 2026 in Review

Coastal Bridge Advisors increased its iShares Select Dividend ETF (DVY) stake by 4.2% in Q2 2026, buying an estimated $15.4K and bringing the position to 2,503 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #359.

Coastal Bridge Advisors first reported a position in DVY in Q1 2025 and has held it in 6 quarters since. 1,428 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Coastal Bridge Advisors held 2,503 shares of iShares Select Dividend ETF worth $391K as of Q2 2026.
Coastal Bridge Advisors bought 100 iShares Select Dividend ETF shares in Q2 2026, an estimated $15.4K.
iShares Select Dividend ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #359 holding.
Coastal Bridge Advisors first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 6 quarters since.
1,428 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.