Coastline Trust’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Coastline Trust’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 Q3	$16.1K	Hold	207	–	–	﹤0.01%	303
2026 Q2	$17.9K	Hold	207	–	–	﹤0.01%	328
2026 Q1	$17.9K	Hold	207	–	–	﹤0.01%	329
2025 Q4	$18K	Sell	207 -143	-41%	-$12.8K	﹤0.01%	319
2025 Q3	$31.3K	Hold	350	–	–	﹤0.01%	294
2025 Q2	$30.9K	Hold	350	–	–	﹤0.01%	295
2025 Q1	$31.9K	Buy	+350	New	+$31.2K	﹤0.01%	294

Other funds holding TLT

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Coastline Trust's TLT Position: Q3 2026 in Review

Coastline Trust held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q3 2026 at 207 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Coastline Trust first reported a position in TLT in Q1 2025 and has held it in 7 quarters since. The position peaked at $31.9K in Q1 2025. 95 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Coastline Trust held 207 shares of iShares 20+ Year Treasury Bond ETF worth $16.1K as of Q3 2026.
Coastline Trust left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #303 holding.
Coastline Trust first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and has held it in 7 quarters since.
Coastline Trust's iShares 20+ Year Treasury Bond ETF position peaked at $31.9K in Q1 2025.
95 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.