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

Coastal Investment Advisors, Inc.

$234 Million
Q4 2024

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 8,105 shares of TLT stock, worth $723,533. This represents 0.3% of its overall portfolio holdings.

Number of Shares

8,105

Previous 4,500 80.11%

Holding current value

$723,533

Previous $441,000 60.32%

% of portfolio

0.3%

Previous 0.21%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,373

Shares Held

467M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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