Coastal Investment Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History

Coastal Investment Advisors, Inc.

$245 Million
Q2 2025

A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 3,714 shares of TLT stock, worth $331,474. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,714

Previous 8,177 54.58%

Holding current value

$331,474

Previous $744,000 56.05%

% of portfolio

0.13%

Previous 0.35%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$83.97 - $92.85 $374,758 - $414,389	-4,463 Reduced 54.58%	3,714 $327,000
Q1 2025 May 01, 2025	BUY	$85.29 - $92.57 $6,140 - $6,665	72 Added 0.89%	8,177 $744,000
Q4 2024 Jan 28, 2025	BUY	$87.1 - $98.49 $313,995 - $355,056	3,605 Added 80.11%	8,105 $707,000
Q3 2024 Oct 29, 2024	SELL	$89.91 - $101.33 $45,494 - $51,272	-506 Reduced 10.11%	4,500 $441,000
Q2 2024 Jul 15, 2024	BUY	$87.78 - $94.67 $379,736 - $409,542	4,326 Added 636.18%	5,006 $459,000
Q1 2024 Apr 19, 2024	BUY	$92.18 - $98.72 $62,682 - $67,129	680 New	680 $64,000
Q2 2023 Aug 09, 2023	BUY	$100.28 - $108.53 $54,251 - $58,714	541 New	541 $55,000
Q4 2022 Feb 10, 2023	BUY	$92.4 - $109.47 $12,104 - $14,340	131 Added 38.99%	467 $46,000
Q3 2022 Oct 27, 2022	BUY	$100.95 - $120.04 $33,919 - $40,333	336 New	336 $34,000
Q1 2020 Apr 23, 2020	SELL	$136.74 - $171.29 $45,944 - $57,553	-336 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$134.91 - $145.99 $17,538 - $18,978	130 Added 63.11%	336 $47,000
Q3 2019 Oct 18, 2019	SELL	$130.07 - $147.8 $89,878 - $102,129	-691 Reduced 77.03%	206 $30,000
Q2 2019 Aug 01, 2019	BUY	$122.21 - $132.9 $33,974 - $36,946	278 Added 44.91%	897 $119,000
Q1 2019 May 15, 2019	BUY	$118.66 - $126.56 $73,450 - $78,340	619 New	619 $79,000

Others Institutions Holding TLT

# of Institutions

1,380

Shares Held

401M

Call Options Held

169M

Put Options Held

151M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.

Account

Coastal Investment Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History