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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$308K Hold
2,321
0.03% 349
2025
Q1
$312K Buy
+2,321
New +$312K 0.08% 191