Coastal Bridge Advisors’s iShares US Transportation ETF IYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.87M	Buy	+33,075	New	+$2.71M	0.18%	128

Other funds holding IYT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Coastal Bridge Advisors opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 33,075 shares worth $2.87M. The stake represents 0.18% of the portfolio and ranks #128 among its holdings.

258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Coastal Bridge Advisors held 33,075 shares of iShares US Transportation ETF worth $2.87M as of Q2 2026.
iShares US Transportation ETF was a new Coastal Bridge Advisors position in Q2 2026.
iShares US Transportation ETF made up 0.18% of Coastal Bridge Advisors's portfolio in Q2 2026, its #128 holding.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

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