Coastal Bridge Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.66M	Buy	42,178 +7,268	+21%	+$639K	0.26%	90
2025 Q4	$3.04M	Sell	34,910 -2,181	-6%	-$195K	0.23%	106
2025 Q3	$3.31M	Buy	37,091 +8,581	+30%	+$751K	0.25%	104
2025 Q2	$2.52M	Sell	28,510 -1,074	-4%	-$93.6K	0.21%	115
2025 Q1	$2.69M	Buy	+29,584	New	+$2.63M	0.66%	39

Other funds holding TLT

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Coastal Bridge Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 21% in Q1 2026, buying an estimated $639K and bringing the position to 42,178 shares worth $3.66M. The position accounts for 0.26% of the portfolio, ranked #90.

Coastal Bridge Advisors first reported a position in TLT in Q1 2025 and has held it in 5 quarters since. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Coastal Bridge Advisors held 42,178 shares of iShares 20+ Year Treasury Bond ETF worth $3.66M as of Q1 2026.
Coastal Bridge Advisors bought 7,268 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $639K.
iShares 20+ Year Treasury Bond ETF made up 0.26% of Coastal Bridge Advisors's portfolio in Q1 2026, its #90 holding.
Coastal Bridge Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

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