iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) Holdings Boosted by Heritage Family Offices LLP

by · The Cerbat Gem

Heritage Family Offices LLP grew its holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 6.8% in the fourth quarter, Holdings Channel.com reports. The firm owned 2,510 shares of the exchange traded fund’s stock after purchasing an additional 160 shares during the period. Heritage Family Offices LLP’s holdings in iShares 20+ Year Treasury Bond ETF were worth $219,000 as of its most recent SEC filing.

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

Shares of NASDAQ TLT opened at $87.02 on Friday. iShares 20+ Year Treasury Bond ETF has a one year low of $84.89 and a one year high of $101.64. The business’s 50-day moving average price is $89.78 and its two-hundred day moving average price is $93.53. The company has a market capitalization of $50.96 billion, a P/E ratio of -7.14 and a beta of 0.06.

iShares 20+ Year Treasury Bond ETF Increases Dividend

The company also recently declared a monthly dividend, which was paid on Monday, December 23rd. Investors of record on Wednesday, December 18th were paid a $0.351 dividend. This is a boost from iShares 20+ Year Treasury Bond ETF’s previous monthly dividend of $0.31. The ex-dividend date was Wednesday, December 18th. This represents a $4.21 annualized dividend and a dividend yield of 4.84%.

iShares 20+ Year Treasury Bond ETF 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.

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