AllGen Financial Advisors Inc. Acquires Shares of 109,210 iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

AllGen Financial Advisors Inc. bought a new position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 109,210 shares of the exchange traded fund’s stock, valued at approximately $10,799,000. iShares 20+ Year Treasury Bond ETF makes up about 5.6% of AllGen Financial Advisors Inc.’s investment portfolio, making the stock its 6th biggest position.

Several other large investors also recently modified their holdings of the stock. Shelton Capital Management boosted its stake in shares of iShares 20+ Year Treasury Bond ETF by 5.3% in the 3rd quarter. Shelton Capital Management now owns 2,391 shares of the exchange traded fund’s stock valued at $212,000 after purchasing an additional 120 shares during the last quarter. Atticus Wealth Management LLC lifted its holdings in iShares 20+ Year Treasury Bond ETF by 35.0% in the third quarter. Atticus Wealth Management LLC now owns 556 shares of the exchange traded fund’s stock valued at $49,000 after buying an additional 144 shares during the period. Solstein Capital LLC boosted its position in iShares 20+ Year Treasury Bond ETF by 1.9% during the fourth quarter. Solstein Capital LLC now owns 8,582 shares of the exchange traded fund’s stock valued at $849,000 after acquiring an additional 164 shares during the last quarter. Banco Santander S.A. grew its holdings in iShares 20+ Year Treasury Bond ETF by 0.7% during the 3rd quarter. Banco Santander S.A. now owns 26,434 shares of the exchange traded fund’s stock worth $2,344,000 after acquiring an additional 171 shares during the period. Finally, Western Financial Corp CA raised its position in shares of iShares 20+ Year Treasury Bond ETF by 4.4% in the 4th quarter. Western Financial Corp CA now owns 4,225 shares of the exchange traded fund’s stock worth $418,000 after acquiring an additional 177 shares in the last quarter. 73.32% of the stock is owned by institutional investors and hedge funds.

iShares 20+ Year Treasury Bond ETF Stock Performance

Shares of NASDAQ:TLT traded up $0.90 during midday trading on Friday, reaching $89.84. The company’s stock had a trading volume of 50,066,075 shares, compared to its average volume of 43,806,707. iShares 20+ Year Treasury Bond ETF has a fifty-two week low of $82.42 and a fifty-two week high of $106.45. The firm has a 50 day moving average price of $91.99 and a two-hundred day moving average price of $92.67. The firm has a market capitalization of $46.26 billion, a price-to-earnings ratio of -7.14 and a beta of 0.39.

iShares 20+ Year Treasury Bond ETF Announces Dividend

The firm also recently declared a monthly dividend, which will be paid on Tuesday, May 7th. Shareholders of record on Thursday, May 2nd will be paid a $0.3077 dividend. This represents a $3.69 annualized dividend and a yield of 4.11%. The ex-dividend date of this dividend is Wednesday, May 1st.

iShares 20+ Year Treasury Bond ETF Profile

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.