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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$201K	Sell	1,189 -265	-18%	-$44.8K	0.02%	415
2025 Q1	$204K	Buy	+1,454	New	+$204K	0.05%	238