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 Q2	$209K	Buy	+1,190	New	+$212K	0.01%	444
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	0.02%	394

Other funds holding IAI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Coastal Bridge Advisors opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2026: 1,190 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: Coastal Bridge Advisors previously reported a position in IAI as recently as Q4 2025.

Coastal Bridge Advisors first reported a position in IAI in Q1 2025 and has held it in 5 quarters since. The position peaked at $213K in Q4 2025. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

Coastal Bridge Advisors held 1,190 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $209K as of Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF was a new Coastal Bridge Advisors position in Q2 2026.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.01% of Coastal Bridge Advisors's portfolio in Q2 2026, its #444 holding.
Coastal Bridge Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2025 and has held it in 5 quarters since.
Coastal Bridge Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $213K in Q4 2025.
191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

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