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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.43M	Sell	15,307 -300	-2%	-$49.6K	0.17%	141
2025 Q4	$2.59M	Sell	15,607 -508	-3%	-$83.6K	0.19%	127
2025 Q3	$2.62M	Sell	16,115 -372	-2%	-$58.2K	0.2%	121
2025 Q2	$2.49M	Sell	16,487 -518	-3%	-$72.2K	0.2%	118
2025 Q1	$2.31M	Buy	+17,005	New	+$2.44M	0.57%	44

Other funds holding IYY

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

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

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Coastal Bridge Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 1.9% in Q1 2026, selling an estimated $49.6K and leaving 15,307 shares worth $2.43M. The position accounts for 0.17% of the portfolio, ranked #141.

Coastal Bridge Advisors first reported a position in IYY in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.62M in Q3 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Coastal Bridge Advisors held 15,307 shares of iShares Dow Jones US ETF worth $2.43M as of Q1 2026.
Coastal Bridge Advisors sold 300 iShares Dow Jones US ETF shares in Q1 2026, an estimated $49.6K.
iShares Dow Jones US ETF made up 0.17% of Coastal Bridge Advisors's portfolio in Q1 2026, its #141 holding.
Coastal Bridge Advisors first reported a position in iShares Dow Jones US ETF in Q1 2025 and has held it in 5 quarters since.
Coastal Bridge Advisors's iShares Dow Jones US ETF position peaked at $2.62M in Q3 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

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