EP Wealth Advisors LLC Has $934,000 Position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

EP Wealth Advisors LLC cut its stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 4.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 10,690 shares of the exchange traded fund’s stock after selling 490 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares 20+ Year Treasury Bond ETF were worth $934,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Capula Management Ltd acquired a new position in shares of iShares 20+ Year Treasury Bond ETF during the fourth quarter valued at about $455,550,000. State of Tennessee Department of Treasury bought a new position in iShares 20+ Year Treasury Bond ETF in the 4th quarter valued at about $194,796,000. Wealthfront Advisers LLC boosted its stake in iShares 20+ Year Treasury Bond ETF by 1,901.0% during the 4th quarter. Wealthfront Advisers LLC now owns 1,588,699 shares of the exchange traded fund’s stock valued at $138,741,000 after purchasing an additional 1,509,302 shares during the last quarter. FMR LLC boosted its stake in iShares 20+ Year Treasury Bond ETF by 24.3% during the 4th quarter. FMR LLC now owns 7,274,989 shares of the exchange traded fund’s stock valued at $635,325,000 after purchasing an additional 1,421,699 shares during the last quarter. Finally, Renaissance Technologies LLC increased its holdings in iShares 20+ Year Treasury Bond ETF by 751.1% during the 4th quarter. Renaissance Technologies LLC now owns 1,199,986 shares of the exchange traded fund’s stock worth $104,795,000 after purchasing an additional 1,059,000 shares in the last quarter. 73.32% of the stock is currently owned by institutional investors and hedge funds.

iShares 20+ Year Treasury Bond ETF Stock Up 0.1 %

TLT stock opened at $87.02 on Friday. The firm has a market capitalization of $47.09 billion, a PE ratio of -7.06 and a beta of 0.06. iShares 20+ Year Treasury Bond ETF has a twelve month low of $84.89 and a twelve month high of $101.64. The stock’s 50 day moving average is $89.20 and its 200-day moving average is $89.56.

iShares 20+ Year Treasury Bond ETF Increases Dividend

The business also recently disclosed a monthly dividend, which was paid on Tuesday, May 6th. Shareholders of record on Thursday, May 1st were paid a dividend of $0.3276 per share. The ex-dividend date of this dividend was Thursday, May 1st. This is a boost from iShares 20+ Year Treasury Bond ETF’s previous monthly dividend of $0.33. This represents a $3.93 annualized dividend and a yield of 4.52%.

About iShares 20+ Year Treasury Bond ETF

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.