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 Q2	$6.52M	Buy	75,471 +33,293	+79%	+$2.86M	0.4%	61
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	0.24%	101

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Coastal Bridge Advisors's TLT Position: Q2 2026 in Review

Coastal Bridge Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 79% in Q2 2026, buying an estimated $2.86M and bringing the position to 75,471 shares worth $6.52M. The position accounts for 0.4% of the portfolio, ranked #61.

Coastal Bridge Advisors first reported a position in TLT in Q1 2025 and has held it in 6 quarters since. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Coastal Bridge Advisors held 75,471 shares of iShares 20+ Year Treasury Bond ETF worth $6.52M as of Q2 2026.
Coastal Bridge Advisors bought 33,293 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.86M.
iShares 20+ Year Treasury Bond ETF made up 0.4% of Coastal Bridge Advisors's portfolio in Q2 2026, its #61 holding.
Coastal Bridge Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.