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Coastal Bridge Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Coastal Bridge Advisors’s Portfolio USRT Stock Details USRT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$684K Buy
+12,085
New +$684K 0.06% 245
2025
Q1 		– Sell
-10,644
Closed -$610K – 393
2024
Q4 		$610K Buy
10,644
+3,109
+41% +$178K 0.15% 84
2024
Q3 		$464K Buy
+7,535
New +$464K 0.12% 99