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 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Coastal Bridge Advisors reduced its iShares US Utilities ETF (IDU) stake by 1.6% in Q1 2026, selling an estimated $3.52K and leaving 1,936 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #411.

Coastal Bridge Advisors first reported a position in IDU in Q2 2025 and has held it in 4 quarters since. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Coastal Bridge Advisors held 1,936 shares of iShares US Utilities ETF worth $225K as of Q1 2026.
Coastal Bridge Advisors sold 31 iShares US Utilities ETF shares in Q1 2026, an estimated $3.52K.
iShares US Utilities ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q1 2026, its #411 holding.
Coastal Bridge Advisors first reported a position in iShares US Utilities ETF in Q2 2025 and has held it in 4 quarters since.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

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