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Ishares Morningstar shares owned by Coastal Investment Advisors

Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Coastal Investment Advisors from 13F filings

Historical chart of Coastal Investment Advisors investment in Ishares Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Ishares Morningstar held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.0k 300 19.93
2023-09-30 $5.9k 300 19.52
2023-06-30 $8.8k 450 19.52
2022-12-31 $8.5k 450 18.98
2022-09-30 $8.0k 450 17.78
2019-12-31 $14k 573 25.00
2019-09-30 $14k 573 25.00
2019-06-30 $14k 573 25.00
2019-03-31 $5.0k 200 25.00