Coastal Bridge Advisors’s iShares US Utilities ETF IDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$222K	Hold	1,936	–	–	0.01%	436
2026 Q1	$225K	Sell	1,936 -31	-2%	-$3.52K	0.02%	411
2025 Q4	$213K	Hold	1,967	–	–	0.02%	429
2025 Q3	$218K	Hold	1,967	–	–	0.02%	417
2025 Q2	$206K	Buy	+1,967	New	+$201K	0.02%	414

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Coastal Bridge Advisors held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 1,936 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #436.

Coastal Bridge Advisors first reported a position in IDU in Q2 2025 and has held it in 5 quarters since. The position peaked at $225K in Q1 2026. 290 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Coastal Bridge Advisors held 1,936 shares of iShares US Utilities ETF worth $222K as of Q2 2026.
Coastal Bridge Advisors left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up 0.01% of Coastal Bridge Advisors's portfolio in Q2 2026, its #436 holding.
Coastal Bridge Advisors first reported a position in iShares US Utilities ETF in Q2 2025 and has held it in 5 quarters since.
Coastal Bridge Advisors's iShares US Utilities ETF position peaked at $225K in Q1 2026.
290 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

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