Coastal Bridge Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,189	Closed	-$213K	–	464
2025 Q4	$213K	Hold	1,189	–	–	0.02%	428
2025 Q3	$210K	Hold	1,189	–	–	0.02%	427
2025 Q2	$201K	Sell	1,189 -265	-18%	-$39.1K	0.02%	417
2025 Q1	$204K	Buy	+1,454	New	+$216K	0.05%	238

Other funds holding IAI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

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

Coastal Bridge Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026, closing a stake of 1,189 shares — an estimated $213K sold.

Coastal Bridge Advisors first reported a position in IAI in Q1 2025 and held it in 4 quarters. The position peaked at $213K in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

Coastal Bridge Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2026 after selling out during the quarter.
Coastal Bridge Advisors sold 1,189 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $213K.
Coastal Bridge Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2025 and held it in 4 quarters.
Coastal Bridge Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $213K in Q4 2025.
172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

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