Coastal Bridge Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$371K Buy
1,698
+138
+9% +$32.3K 0.03% 352
2025
Q4
$335K Sell
1,560
-169
-10% -$35.4K 0.03% 351
2025
Q3
$362K Hold
1,729
0.03% 340
2025
Q2
$326K Sell
1,729
-192
-10% -$31.9K 0.03% 344
2025
Q1
$294K Buy
+1,921
New +$293K 0.07% 197

Other funds holding ITA

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

Coastal Bridge Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 8.8% in Q1 2026, buying an estimated $32.3K and bringing the position to 1,698 shares worth $371K. The position accounts for 0.03% of the portfolio, ranked #352.

Coastal Bridge Advisors first reported a position in ITA in Q1 2025 and has held it in 5 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Coastal Bridge Advisors held 1,698 shares of iShares US Aerospace & Defense ETF worth $371K as of Q1 2026.
  • Coastal Bridge Advisors bought 138 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $32.3K.
  • iShares US Aerospace & Defense ETF made up 0.03% of Coastal Bridge Advisors's portfolio in Q1 2026, its #352 holding.
  • Coastal Bridge Advisors first reported a position in iShares US Aerospace & Defense ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

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