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
2026 Q1	$286K	Sell	2,005 -49	-2%	-$7.29K	0.02%	384
2025 Q4	$305K	Sell	2,054 -62	-3%	-$9.15K	0.02%	367
2025 Q3	$308K	Sell	2,116 -150	-7%	-$21K	0.02%	363
2025 Q2	$306K	Buy	+2,266	New	+$283K	0.03%	353
2025 Q1	–	Sell	-2,155	Closed	-$277K	–	321
2024 Q4	$277K	Hold	2,155	–	–	0.07%	124
2024 Q3	$271K	Hold	2,155	–	–	0.07%	130
2024 Q2	$256K	Hold	2,155	–	–	0.06%	127
2024 Q1	$248K	Hold	2,155	–	–	0.06%	137
2023 Q4	$227K	Hold	2,155	–	–	0.06%	141
2023 Q3	$203K	Hold	2,155	–	–	0.05%	141
2023 Q2	$211K	Buy	+2,155	New	+$199K	0.05%	138
2022 Q2	–	Sell	-2,155	Closed	-$218K	–	173
2022 Q1	$218K	Buy	+2,155	New	+$215K	0.05%	143

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

Coastal Bridge Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.4% in Q1 2026, selling an estimated $7.29K and leaving 2,005 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #384.

Coastal Bridge Advisors first reported a position in ITOT in Q1 2022 and has held it in 12 quarters since. The position peaked at $308K in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Coastal Bridge Advisors held 2,005 shares of iShares Core S&P Total US Stock Market ETF worth $286K as of Q1 2026.
Coastal Bridge Advisors sold 49 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $7.29K.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q1 2026, its #384 holding.
Coastal Bridge Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 12 quarters since.
Coastal Bridge Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $308K in Q3 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

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