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 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	0.08%	191

Other funds holding DVY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Coastal Bridge Advisors increased its iShares Select Dividend ETF (DVY) stake by 3.5% in Q1 2026, buying an estimated $12.4K and bringing the position to 2,403 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #353.

Coastal Bridge Advisors first reported a position in DVY in Q1 2025 and has held it in 5 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Coastal Bridge Advisors held 2,403 shares of iShares Select Dividend ETF worth $364K as of Q1 2026.
Coastal Bridge Advisors bought 82 iShares Select Dividend ETF shares in Q1 2026, an estimated $12.4K.
iShares Select Dividend ETF made up 0.03% of Coastal Bridge Advisors's portfolio in Q1 2026, its #353 holding.
Coastal Bridge Advisors first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 5 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

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