iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) Holdings Lowered by Heirloom Wealth Management

Heirloom Wealth Management trimmed its stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLTFree Report) by 95.5% during the fourth quarter, Holdings Channel reports. The institutional investor owned 6,538 shares of the exchange traded fund’s stock after selling 138,178 shares during the period. Heirloom Wealth Management’s holdings in iShares 20+ Year Treasury Bond ETF were worth $646,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in TLT. BCM Advisors LLC raised its holdings in shares of iShares 20+ Year Treasury Bond ETF by 13.3% in the 4th quarter. BCM Advisors LLC now owns 332,650 shares of the exchange traded fund’s stock worth $31,841,000 after purchasing an additional 39,092 shares in the last quarter. KFG Wealth Management LLC bought a new stake in shares of iShares 20+ Year Treasury Bond ETF in the 4th quarter worth approximately $224,000. Institute for Wealth Management LLC. raised its holdings in shares of iShares 20+ Year Treasury Bond ETF by 8.2% in the 4th quarter. Institute for Wealth Management LLC. now owns 3,659 shares of the exchange traded fund’s stock worth $362,000 after purchasing an additional 277 shares in the last quarter. Andrew Hill Investment Advisors Inc. bought a new stake in shares of iShares 20+ Year Treasury Bond ETF in the 4th quarter worth approximately $412,000. Finally, Colton Groome Financial Advisors LLC bought a new stake in shares of iShares 20+ Year Treasury Bond ETF in the 4th quarter worth approximately $277,000. 73.32% of the stock is currently owned by institutional investors.

iShares 20+ Year Treasury Bond ETF Trading Up 0.4 %

Shares of NASDAQ TLT traded up $0.32 during midday trading on Friday, reaching $89.15. The company’s stock had a trading volume of 44,721,506 shares, compared to its average volume of 43,899,098. The company has a 50 day moving average price of $92.84 and a 200 day moving average price of $92.40. iShares 20+ Year Treasury Bond ETF has a one year low of $82.42 and a one year high of $107.24. The company has a market cap of $46.44 billion, a price-to-earnings ratio of -7.07 and a beta of 0.32.

iShares 20+ Year Treasury Bond ETF Dividend Announcement

The firm also recently announced a monthly dividend, which was paid on Friday, April 5th. Investors of record on Tuesday, April 2nd were issued a $0.3124 dividend. The ex-dividend date was Monday, April 1st. This represents a $3.75 dividend on an annualized basis and a dividend yield of 4.21%.

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.

Featured Stories

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:TLTFree Report).

Institutional Ownership by Quarter for iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Receive News & Ratings for iShares 20+ Year Treasury Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares 20+ Year Treasury Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.