Coastal Bridge Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$306K	Buy
2025 Q1	–	Sell
2024 Q4	$277K	Hold
2024 Q3	$271K	Hold
2024 Q2	$256K	Hold
2024 Q1	$248K	Hold
2023 Q4	$227K	Hold
2023 Q3	$203K	Hold
2023 Q2	$211K	Buy
2022 Q2	–	Sell
2022 Q1	$218K	Buy