Coastal Bridge Advisors’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $631K | Hold |
9,415
| – | – | 0.04% | 290 |
|
|
2026
Q1 | $580K | Sell |
9,415
-1,645
| -15% | -$106K | 0.04% | 294 |
|
|
2025
Q4 | $720K | Hold |
11,060
| – | – | 0.05% | 257 |
|
|
2025
Q3 | $649K | Sell |
11,060
-130
| -1% | -$7.4K | 0.05% | 260 |
|
|
2025
Q2 | $632K | Sell |
11,190
-192
| -2% | -$10.8K | 0.05% | 263 |
|
|
2025
Q1 | $693K | Buy |
11,382
+1,967
| +21% | +$120K | 0.06% | 240 |
|
|
2024
Q4 | $549K | Hold |
9,415
| – | – | 0.14% | 92 |
|
|
2024
Q3 | $612K | Hold |
9,415
| – | – | 0.15% | 86 |
|
|
2024
Q2 | $577K | Sell |
9,415
-3,130
| -25% | -$188K | 0.14% | 87 |
|
|
2024
Q1 | $777K | Hold |
12,545
| – | – | 0.18% | 78 |
|
|
2023
Q4 | $718K | Hold |
12,545
| – | – | 0.18% | 77 |
|
|
2023
Q3 | $678K | Hold |
12,545
| – | – | 0.18% | 77 |
|
|
2023
Q2 | $703K | Hold |
12,545
| – | – | 0.17% | 72 |
|
|
2023
Q1 | $685K | Hold |
12,545
| – | – | 0.17% | 72 |
|
|
2022
Q4 | $712K | Hold |
12,545
| – | – | 0.2% | 69 |
|
|
2022
Q3 | $635K | Hold |
12,545
| – | – | 0.17% | 76 |
|
|
2022
Q2 | $675K | Hold |
12,545
| – | – | 0.21% | 72 |
|
|
2022
Q1 | $725K | Hold |
12,545
| – | – | 0.17% | 70 |
|
|
2021
Q4 | $754K | Hold |
12,545
| – | – | 0.16% | 78 |
|
|
2021
Q3 | $692K | Hold |
12,545
| – | – | 0.16% | 65 |
|
|
2021
Q2 | $685K | Hold |
12,545
| – | – | 0.14% | 70 |
|
|
2021
Q1 | $633K | Hold |
12,545
| – | – | 0.12% | 71 |
|
|
2020
Q4 | $617K | Hold |
12,545
| – | – | 0.12% | 66 |
|
|
2020
Q3 | $570K | Hold |
12,545
| – | – | 0.17% | 64 |
|
|
2020
Q2 | $541K | Hold |
12,545
| – | – | 0.17% | 71 |
|
|
2020
Q1 | $471K | Hold |
12,545
| – | – | 0.17% | 67 |
|
|
2019
Q4 | $541K | Hold |
12,545
| – | – | 0.14% | 73 |
|
|
2019
Q3 | $474K | Hold |
12,545
| – | – | 0.16% | 79 |
|
|
2019
Q2 | $490K | Sell |
12,545
-1,025
| -8% | -$38.8K | 0.15% | 79 |
|
|
2019
Q1 | $526K | Hold |
13,570
| – | – | 0.18% | 70 |
|
|
2018
Q4 | $491K | Buy |
13,570
+55
| +0.4% | +$2.11K | 0.19% | 67 |
|
|
2018
Q3 | $548K | Hold |
13,515
| – | – | 0.21% | 60 |
|
|
2018
Q2 | $482K | Hold |
13,515
| – | – | 0.19% | 67 |
|
|
2018
Q1 | $467K | Hold |
13,515
| – | – | 0.17% | 70 |
|
|
2017
Q4 | $476K | Hold |
13,515
| – | – | 0.15% | 71 |
|
|
2017
Q3 | $465K | Buy |
+13,515
| New | +$456K | 0.15% | 68 |
|
Other funds holding IYH
PCH
OC
Coastal Bridge Advisors's IYH Position: Q2 2026 in Review
Coastal Bridge Advisors held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 9,415 shares worth $631K. The position accounts for 0.04% of the portfolio, ranked #290.
Coastal Bridge Advisors first reported a position in IYH in Q3 2017 and has held it in 36 quarters since. The position peaked at $777K in Q1 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.
- Coastal Bridge Advisors held 9,415 shares of iShares US Healthcare ETF worth $631K as of Q2 2026.
- Coastal Bridge Advisors left its iShares US Healthcare ETF share count unchanged in Q2 2026.
- iShares US Healthcare ETF made up 0.04% of Coastal Bridge Advisors's portfolio in Q2 2026, its #290 holding.
- Coastal Bridge Advisors first reported a position in iShares US Healthcare ETF in Q3 2017 and has held it in 36 quarters since.
- Coastal Bridge Advisors's iShares US Healthcare ETF position peaked at $777K in Q1 2024.
- 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.
Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.