Coastal Bridge Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$496K	Hold	2,765	–	–	0.03%	321
2026 Q1	$486K	Sell	2,765 -4	-0.1%	-$700	0.03%	316
2025 Q4	$426K	Hold	2,769	–	–	0.03%	324
2025 Q3	$410K	Hold	2,769	–	–	0.03%	326
2025 Q2	$388K	Buy	+2,769	New	+$368K	0.03%	322
2025 Q1	–	Sell	-1,613	Closed	-$210K	–	328
2024 Q4	$210K	Hold	1,613	–	–	0.05%	149
2024 Q3	$242K	Hold	1,613	–	–	0.06%	142
2024 Q2	$226K	Hold	1,613	–	–	0.06%	142
2024 Q1	$238K	Hold	1,613	–	–	0.05%	141
2023 Q4	$223K	Hold	1,613	–	–	0.06%	145
2023 Q3	$204K	Hold	1,613	–	–	0.05%	140
2023 Q2	$215K	Hold	1,613	–	–	0.05%	137
2023 Q1	$214K	Hold	1,613	–	–	0.05%	138
2022 Q4	$201K	Buy	+1,613	New	+$198K	0.06%	140
2022 Q2	–	Sell	-1,613	Closed	-$241K	–	174
2022 Q1	$241K	Hold	1,613	–	–	0.06%	134
2021 Q4	$226K	Hold	1,613	–	–	0.05%	171
2021 Q3	$201K	Hold	1,613	–	–	0.05%	134
2021 Q2	$210K	Hold	1,613	–	–	0.04%	133
2021 Q1	$203K	Buy	+1,613	New	+$193K	0.04%	133
2018 Q3	–	Sell	-2,172	Closed	-$215K	–	137
2018 Q2	$215K	Hold	2,172	–	–	0.09%	116
2018 Q1	$209K	Sell	2,172 -198	-8%	-$20.3K	0.08%	115
2017 Q4	$246K	Hold	2,370	–	–	0.08%	102
2017 Q3	$227K	Buy	+2,370	New	+$219K	0.07%	99

Other funds holding IYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Coastal Bridge Advisors's IYM Position: Q2 2026 in Review

Coastal Bridge Advisors held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 2,765 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #321.

Coastal Bridge Advisors first reported a position in IYM in Q3 2017 and has held it in 23 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Coastal Bridge Advisors held 2,765 shares of iShares US Basic Materials ETF worth $496K as of Q2 2026.
Coastal Bridge Advisors left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
iShares US Basic Materials ETF made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #321 holding.
Coastal Bridge Advisors first reported a position in iShares US Basic Materials ETF in Q3 2017 and has held it in 23 quarters since.
272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.