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
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Quarterly reported holdings in Ishares Morningstar by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.9k | 150 | 19.59 |
| 2024-06-30 | $8.9k | 450 | 19.84 |
| 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 |
More positions owned by Coastal Investment Advisors
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