iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) Shares Purchased by Ehrlich Financial Group

by · The Markets Daily

Ehrlich Financial Group lifted its stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 40.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 38,548 shares of the exchange traded fund’s stock after purchasing an additional 11,019 shares during the period. iShares 20+ Year Treasury Bond ETF makes up about 2.4% of Ehrlich Financial Group’s holdings, making the stock its 11th biggest position. Ehrlich Financial Group’s holdings in iShares 20+ Year Treasury Bond ETF were worth $3,366,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of TLT. ORG Wealth Partners LLC purchased a new stake in shares of iShares 20+ Year Treasury Bond ETF in the third quarter valued at $35,000. Prospera Private Wealth LLC acquired a new position in iShares 20+ Year Treasury Bond ETF in the 3rd quarter valued at approximately $42,000. ST Germain D J Co. Inc. lifted its position in iShares 20+ Year Treasury Bond ETF by 73.1% in the 4th quarter. ST Germain D J Co. Inc. now owns 476 shares of the exchange traded fund’s stock worth $42,000 after buying an additional 201 shares in the last quarter. CarsonAllaria Wealth Management Ltd. acquired a new stake in shares of iShares 20+ Year Treasury Bond ETF during the 3rd quarter valued at $59,000. Finally, PSI Advisors LLC grew its holdings in shares of iShares 20+ Year Treasury Bond ETF by 58.4% during the 3rd quarter. PSI Advisors LLC now owns 654 shares of the exchange traded fund’s stock valued at $64,000 after acquiring an additional 241 shares in the last quarter. Institutional investors and hedge funds own 73.32% of the company’s stock.

iShares 20+ Year Treasury Bond ETF Stock Performance

Shares of NASDAQ:TLT traded down $0.03 during midday trading on Monday, hitting $85.43. 32,446,116 shares of the stock were exchanged, compared to its average volume of 34,971,234. The company has a market capitalization of $49.57 billion, a PE ratio of -7.14 and a beta of 0.06. iShares 20+ Year Treasury Bond ETF has a 52-week low of $85.04 and a 52-week high of $101.64. The business’s fifty day simple moving average is $90.22 and its two-hundred day simple moving average is $93.73.

iShares 20+ Year Treasury Bond ETF Increases Dividend

The firm also recently announced a monthly dividend, which was paid on Monday, December 23rd. Shareholders of record on Wednesday, December 18th were paid a $0.351 dividend. The ex-dividend date of this dividend was Wednesday, December 18th. This is a boost from iShares 20+ Year Treasury Bond ETF’s previous monthly dividend of $0.31. This represents a $4.21 dividend on an annualized basis and a yield of 4.93%.

iShares 20+ Year Treasury Bond ETF Company Profile

(Free Report)

iShares 20+ Year Treasury Bond ETF (the Fund) is an exchange-traded fund. The Fund seeks to track the investment results of an index composed of United States Treasury bonds with remaining maturities greater than 20 years. The Fund seeks to track the investment results of the Barclays U.S. 20+ Year Treasury Bond Index (the Underlying Index), which measures the performance of public obligations of the United States Treasury that have a remaining maturity of 20 or more years.

Further Reading

Want to see what other hedge funds are holding TLT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report).