Coastal Bridge Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.49M	Sell	16,487 -518	-3%	-$78.2K	0.2%	117
2025 Q1	$2.31M	Buy	+17,005	New	+$2.31M	0.57%	44