Ritholtz Wealth Management Raises Position in iShares 7-10 Year Treasury Bond ETF $IEF

by · The Cerbat Gem

Ritholtz Wealth Management boosted its holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 4.2% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 154,273 shares of the exchange traded fund’s stock after acquiring an additional 6,163 shares during the quarter. Ritholtz Wealth Management’s holdings in iShares 7-10 Year Treasury Bond ETF were worth $14,881,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of IEF. Bison Wealth LLC increased its stake in iShares 7-10 Year Treasury Bond ETF by 115.6% in the fourth quarter. Bison Wealth LLC now owns 212,029 shares of the exchange traded fund’s stock valued at $19,602,000 after acquiring an additional 113,663 shares during the last quarter. Parallel Advisors LLC boosted its holdings in shares of iShares 7-10 Year Treasury Bond ETF by 24.4% in the 2nd quarter. Parallel Advisors LLC now owns 4,166 shares of the exchange traded fund’s stock worth $399,000 after purchasing an additional 818 shares in the last quarter. Fiduciary Alliance LLC increased its position in shares of iShares 7-10 Year Treasury Bond ETF by 25.0% during the 2nd quarter. Fiduciary Alliance LLC now owns 8,468 shares of the exchange traded fund’s stock valued at $811,000 after purchasing an additional 1,691 shares during the last quarter. Harbor Capital Advisors Inc. raised its holdings in shares of iShares 7-10 Year Treasury Bond ETF by 141.4% during the 2nd quarter. Harbor Capital Advisors Inc. now owns 700 shares of the exchange traded fund’s stock valued at $67,000 after buying an additional 410 shares in the last quarter. Finally, Breakwater Capital Group purchased a new position in shares of iShares 7-10 Year Treasury Bond ETF during the 2nd quarter valued at about $462,000. Institutional investors own 81.48% of the company’s stock.

iShares 7-10 Year Treasury Bond ETF Price Performance

Shares of IEF opened at $96.30 on Friday. The firm has a market cap of $46.08 billion, a P/E ratio of -22.00 and a beta of 0.26. The stock has a 50 day simple moving average of $96.58 and a two-hundred day simple moving average of $96.19. iShares 7-10 Year Treasury Bond ETF has a 1 year low of $91.95 and a 1 year high of $97.77.

iShares 7-10 Year Treasury Bond ETF Increases Dividend

The firm also recently disclosed a monthly dividend, which was paid on Wednesday, December 24th. Stockholders of record on Friday, December 19th were issued a $0.3127 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 3.9%. The ex-dividend date was Friday, December 19th. This is a positive change from iShares 7-10 Year Treasury Bond ETF’s previous monthly dividend of $0.29.

iShares 7-10 Year Treasury Bond ETF Company Profile

(Free Report)

iShares 7-10 Year Treasury Bond ETF (the Fund) is an is an exchange-traded fund. The Fund seeks to track the investment results of an index composed of the United States Treasury bonds with remaining maturities between seven and ten years. The Fund seeks to track the investment results of the Barclays U.S. 7-10 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 greater than or equal to seven years and less than ten years.

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